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 tags, and apply them to your customers.
This would allow you to quickly see all of your HVAC customers in a list for example, by selecting the HVAC tag.
Adding a Custom Tag to a Customer
Navigate to 'Customers' and click the green '+ New' button or click here to go directly there. In the window that pops up, 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.
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'.
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 (click here to go there directly) and click on the customer you want to add a tag to:
On the customer record page, scroll down to the 'Tags' section where you can add a tag in the field. Start typing to create a new tag, or click on an existing tag in the list that drops down:
You've just added a tag to your existing customer:
Segment your Customers by Tag
Once you've tagged your customers, you can view your customer lists organized by tags. To do this go to the 'Customers' page and click 'By Tags'. Click here to go directly there.
In this list you see all of your customers that carry the HVAC tag.
Congratulations! You've just learned how to create custom tags for your customers and segment your customer lists by tag. If you have any questions about using tags reach out to us at firstname.lastname@example.org or hit the blue chat button at the bottom right of your screen while you're using FieldPulse.