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how to add a tag to customer

Robert Mitchell
on 8/23/13, 2:39 PM 1,207 views

I would like to sort my Customer list by "Key Firms". How do I tag a Customer as "Key Firm"?

Thank you!

Paul Ridley
On 8/23/13, 6:32 PM

Hi Robert,

first you need to categorize your customer by adding 1 or more 'tags' to them (see screenshot) image description

Subsequently you can filter your customer list on 1 or many tags image description

If you want to be able to sort by tags you will need to add the 'tag' field to the customer search view

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Asked: 8/23/13, 2:39 PM
Seen: 1207 times
Last updated: 3/16/15, 8:10 AM