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Manage Tags

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Bytimothy A
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Overview: 

Managing tags in the Customer Modal allows you to add, update, or remove labels assigned to a customer’s profile. This helps improve organization, makes customer records easier to categorize, and supports better filtering and tracking within the system.

Follow these steps to manage tags: 

Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.
Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.

Step 2: Click on the customer’s name.

Step 2 : Click on the customer’s name.

Step 3: The Customer Modal will appear.

Step 3: The Customer Modal will appear.

Step 4: Click the + Add Tags button.

Step 4: Click the + Add Tags button.

Step 5: A pop-up will appear where you can enter a tag. You can also manage tags from here. Click Done after selecting a tag to add to the customer.

Step 5: A pop-up will appear where you can enter a tag. You can also manage tags from here. Click Done after selecting a tag to add to the customer.

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