I would like to sort my Customer list by "Key Firms". How do I tag a Customer as "Key Firm"?
Thank you!
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Hi Robert,
first you need to categorize your customer by adding 1 or more 'tags' to them (see screenshot)
Subsequently you can filter your customer list on 1 or many tags
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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