Difference between revisions of "Clients tags"

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[[file:Cl tags menu.jpg|border|200px]]
 
[[file:Cl tags menu.jpg|border|200px]]
  
It will bring you to the ''Client tags list'' page.
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Here you may also rename and delete tags by pressing corresponding buttons:
 
 
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:
 
 
 
  
 
<span style="color:red">'''Note:''' Only the tags, that are defined in this list, will be displayed in the drop-down list while adding them to clients.</span>
 
<span style="color:red">'''Note:''' Only the tags, that are defined in this list, will be displayed in the drop-down list while adding them to clients.</span>
  
On this page, you may also rename and delete tags by pressing corresponding buttons:
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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:
 
 
 
 
Having entered all the needed tags, you can <U>[[Manage client tags|'''add them to clients''']]</U>.
 
 
 
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:
 

Revision as of 13:58, 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:

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

Note: Only the tags, that are defined in this list, will be displayed in the drop-down list while adding them to clients.

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