Difference between revisions of "Clients tags"

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''Clients tags page: [https://cloud.protemos.com/client-tag/index https://cloud.protemos.com/client-tag/index]  
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''Clients tags list page: [https://cloud.protemos.com/client-tag/index https://cloud.protemos.com/client-tag/index]  
 
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To create a list of tags, go to '''Clients=>Tags''':
 
  
[[file:Cl tags menu.jpg|border|200px]]
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You can review the list of all the tags that '''<U>[[Manage client tags|you've added to your clients]]</U>''' on the '''Clients tags list''' page.
  
It will bring you to the ''Client tags list'' page.
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To do so, go to '''Clients → Tags''':
  
Here you may define the necessary number of tags you need to add to your clients.
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[[file:Client tags menu.png|border|150px]]
  
You can use these tags for any purposes you might have: to identify your clients, group or categorize them etc.
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Here you may also rename and delete tags by pressing corresponding buttons:
  
To add a new tag, press the "New tag" button:
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[[file:Client tags list.png|border|350px]]
  
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<span style="color:red">'''Note:'''</span> If you delete or rename tags here, they will be deleted and renamed in the corresponding clients profiles.
  
Enter a name of the tag and press '''"Create"''' to add it to the list:
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You can review all clients that have a certain tag added right from this page by clicking on the tag name:
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[[file:Clent tags name clicking.png|border|350px]]
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The number of clients that have a certain tag added is displayed in the '''Number of clients''' column.

Latest revision as of 17:46, 10 March 2020

Clients tags list page: https://cloud.protemos.com/client-tag/index


You can review the list of all the tags that you've added to your clients on the Clients tags list page.

To do so, go to Clients → Tags:

Client tags menu.png

Here you may also rename and delete tags by pressing corresponding buttons:

Client tags list.png

Note: If you delete or rename tags here, they will be deleted and renamed in the corresponding clients profiles.

You can review all clients that have a certain tag added right from this page by clicking on the tag name:

Clent tags name clicking.png

The number of clients that have a certain tag added is displayed in the Number of clients column.