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Who uses this: Anyone who creates or edits customer records adds and removes tags on those records; the account-wide tag list is managed in Company Settings. Availability: All regions.
Custom tags group your customers into lists by trade, service, or any other category you choose. If you do HVAC work for some customers, handyman work for others, and roofing for the rest, you can create HVAC, Handyman, and Roofing tags and pull up each group on its own. Tagging a customer record is how you build those segments.

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Overview

Tagging customers has two parts: you add tags to customer records as you create or edit them, then you open the By Tags tab on the Customers page to see every customer that carries a tag. Any tag you type on a customer record is saved to your account’s tag list, so it is available to pick again on future customer records, and the full list of tags is managed in Company Settings > Customers > Tags. You can also run reports on the tags you create from the Reporting tab.

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Video walkthrough

Watch a short walkthrough of custom customer tags, then follow the written steps below.

Video walkthrough: creating and using custom tags for customers

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Add tags to a new customer

You add tags to a new customer in the Tags section at the bottom of the Create Customer form.
  1. Go to Customers and select Create Customer. The Customers page with the Customers item in the left navigation and the Create Customer button highlighted
  2. Fill in the new customer’s details, then scroll to the Tags section at the bottom of the form. The Tags section highlighted at the bottom of the Create Customer form, below the address fields, with the Add Tags field empty
  3. Type a tag name into the Add Tags field and press Enter to add it. Repeat for each tag you want on this customer. To reuse a tag, select it from the list of previously used tags that drops down under the field.
    The tag name Roofing typed into the Add Tags field on the Create Customer form
    The Add Tags field on the Create Customer form with the list of previously used tags dropped down below it
  4. Scroll to the bottom of the page and select Save Customer.
You can also set a color for a new tag. Any tag you create on this record now appears in the previously used tags list on future customer records.

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Add tags to an existing customer

You add a tag to a customer who is already in your system from that customer’s record.
  1. Go to the Customers page and select the customer you want to tag. The Customers list with a customer name selected to open that customer's record
  2. On the customer record, select Edit and scroll down to the Tags section.
  3. Start typing to create a new tag, or select an existing tag from the list that drops down. The Tags section of a customer record with the Add Tags field active and the list of existing tags dropped down
  4. Save the customer record.

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View customers by tag

The By Tags tab on the Customers page shows your customer list organized by the tags you have applied.
  1. Go to the Customers page and select By Tags.
  2. Select the tag you want to view from the tags shown.
The By Tags tab on the Customers page showing every tag in the account as a chip, with one tag selected The list then shows every customer that carries the selected tag. The By Tags view filtered to one tag, listing the customers that carry it with their contact, email, phone, and address details

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Delete a tag

You can remove a tag from one customer, or delete it from your account’s tag list so it no longer appears as an option to choose from.
  • From one customer record: select the x next to the tag name.
  • From your account’s tag list: go to Company Settings > Customers > Tags, then select the x next to each tag you want to delete.
The Tags page under the Customers tab in Company Settings, listing every tag in the account with an x next to each one for deleting it Your tagging is working when selecting a tag on the By Tags tab returns exactly the customers you expect to see in that segment.