Tagging clients

Created: 2016-03-16
Last updated: 2018-07-04

Post view count: 334

If you need to sort your clients, you can just use tags. You can mark your clients with many tags, so if you have contractors, who you want to assign to more than one group, tags would be the perfect solution.

Tagging a client

To add new tags to a client, go to his/her profile and select 'More options'. In the 'Tags' field you can add new tags or choose from the list.

Searching with tags

You can also use tags to find a client:

Tags are also used for Email campaigns. Here: https://help.sugester.com/3323373-Email-marketing-campaigns you can learn more.



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