Customize Tags (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

Select Settings > General, scroll down to Customer Tags.

2

Click Add.

3

Create Tag Name > Save.

4

 Click the Edit Icon to edit a Tag.

5

Click the Trash icon to delete a Tag. This action cannot be reversed.

6

To add a Tag to a customer, select Customers > click Customer Name.

7

Click Edit > scroll down to Tags.

8

Click on the Tags field for dropdown options to appear > scroll and/or enter Tag name to select a Tag > Save.

• Note: You can add a new Tag from the Tag field of a Customer's Profile.
• Note: To delete a Tag, click the X to delete the Tag > Save when finished.

9

To search the Customer list by Tags, select Customers, and click the dropdown to select filter options.

Has Any will populate all customers with the selected Tag(s). 

Has All will populate all customers with only the selected Tag(s).

Has None will populate all customers that do not have the selected Tag(s).