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.

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