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
- Click View info
- Click Edit customer
- On the bottom left, 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.
