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] | ''Clients tags page: [https://cloud.protemos.com/client-tag/index https://cloud.protemos.com/client-tag/index] | ||
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| + | You can review the list of all the tags that you've added to your clients on the '''Clients tags list''' page. | ||
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| + | To do so, go to '''Clients=>Tags''': | ||
[[file:Cl tags menu.jpg|border|200px]] | [[file:Cl tags menu.jpg|border|200px]] | ||
Revision as of 13:53, 26 December 2018
Clients tags 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:
It will bring you to the Client tags list page.
Here you may define the necessary number of tags you need to add to your clients.
You can use these tags for any purposes you might have: to identify your clients, group or categorize them etc.
To add a new tag, press the "New tag" button:
Enter a name of the tag and press "Create" to add it to the list:
Note: Only the tags, that are defined in this list, will be displayed in the drop-down list while adding them to clients.
On this page, you may also rename and delete tags by pressing corresponding buttons:
Having entered all the needed tags, you can add them to clients.
And after you tag your clients, you will be able to review all clients that have a certain tag added right from this page by clicking on the tag name:
