You can create custom tags for your customers to organize and segment your customers into lists. For example, if you have customers who you do HVAC work for, customers you do handyman work for, and customers you do roofing work for, you could create HVAC, Handyman, and Roofing custom tags.
For example, this would allow you to quickly see all of your HVAC customers in a list by selecting the HVAC tag. You can also run specific reports in the Reporting tab on the tags you create.
Adding a Custom Tag to a New Customer
Navigate to Customers and click Create Customer.
As you create a new customer record, you can add a tag at the bottom of the form.
You can type in a custom tag to add a new tag into the system. Click Enter after each tag you'd like to use. You can also customize the color of your new tag!
You can also select from a previously used tag in the tags list.
Once you have tagged the customer appropriately, scroll down to the bottom of the page and click Save Customer. Any tags you created on this record will now appear in the previously used tags list on future customer records.
Adding a Tag to an Existing Customer
If you want to add a tag to a customer that's already in your system, you can do that from the customer record. Navigate to the Customers page and click on the customer you want to add a tag to.
On the customer record page, click Edit and scroll down to the Tags section. Start typing to create a new tag, or click on an existing tag in the list that drops down.
Sorting Your Customers by Tags
Once you've tagged your customers, you can view your customer lists organized by tags. To do so, go to the Customers page and click By Tags. From this list, select the tag you'd like to view.
You will now see all of the customers that carry the selected tag.
Deleting a Tag
To delete a tag from the customer record, simply click the little "x" that populates by the tag.
To delete and tag and prevent it from popping up as an option to choose from you will need to navigate to Company Settings. Locate the Customers tab and click on Tags. From here you can easily click the little "x" that populates by the tags you wish to delete.
Video Tutorial
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