By adding a tag to a customer you can group people together and spend less time searching for individual customer records.
🔖 How to add a tag to a customer
You can add a tag to a customer from their customer record:
Go to the Customer tab;
Select Edit customer
In the bottom left corner, click Add tag and type the tag;
Hit the space bar to add the tag;
Click Save changes.
🔎 How to search for customers with a tag
To see a list of all of the customer records with a specific tag, go to the Customers tab and type the tag into the search bar on the right.
All of the tags against a customer are included in your customer export. See more about how to export your customers here.
