Tagging clients

Created: 2016-03-16
Last updated: 2019-12-03

Post view count: 1480

Tagging is the easiest way to sort your clients. You can mark your clients with many tags, so eg. 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 by tags

You can also use tags to find a client:

Tags are also used for Email campaignsHere you can learn more.


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