Hi  Kristy Edwards ,

Thanks for reaching out. I checked in with our support team and unfortunately, it appears that while the special codes field can serve as an indicator or warning for special treatment of a customer, it does not trigger notifications or actions based on specific criteria within the program itself.

Sage BusinessVision does not currently offer a built-in feature to automatically notify or flag customers based on specific criteria such as order completion. This limitation means that any system for flagging or noting customer records would need to be managed manually or through external tools that can interface with Sage BusinessVision data.

For managing customer follow-ups or notifications, you might consider external customer relationship management (CRM) tools that offer more flexibility in setting up notifications and automations based on specific triggers. Integrating such a tool with your Sage BusinessVision system could provide the functionality you're looking for, although it would require some setup and possibly custom integration work.

We understand this might not be the answer you were hoping for, but we're here to help you explore alternative solutions or offer advice on managing your customer details more efficiently within the existing capabilities of Sage BusinessVision. If you have any more questions or need further assistance, please don't hesitate to let us know.

Warm Regards,
Erzsi