Difference between revisions of "Manage client tags"
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You may use this option for any purposes you might have: to identify your clients, group or categorize them, etc. | You may use this option for any purposes you might have: to identify your clients, group or categorize them, etc. | ||
| − | To do so, go to a client profile and press the '''" | + | To do so, go to a client profile and press the '''"Add tags"''' button: |
| − | [[ | + | [[File:Well1.png|border|700px]] |
It will bring you to the '''Update tags list''' page. | It will bring you to the '''Update tags list''' page. | ||
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Type a name for this tag and press the '''"Enter"''' key, or confirm it by clicking on the tag name that appeared in the drop-down list: | Type a name for this tag and press the '''"Enter"''' key, or confirm it by clicking on the tag name that appeared in the drop-down list: | ||
| − | [[file:VP adding tags.png|border| | + | [[file:VP adding tags.png|border|300px]] |
You can enter as many tags as you need at a time by repeating the steps described above. | You can enter as many tags as you need at a time by repeating the steps described above. | ||
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Having entered all the necessary tags, press '''"Save"''' to apply them: | Having entered all the necessary tags, press '''"Save"''' to apply them: | ||
| − | [[file:Vendor tags added 1.png|border| | + | [[file:Vendor tags added 1.png|border|300px]] |
You will be redirected to the client's profile page. | You will be redirected to the client's profile page. | ||
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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: | You can review all clients that have a certain tag added right from this page by clicking on the tag name: | ||
| − | [[ | + | [[File:2.0 .png|border|470px]] |
Next time, when adding tags to another client, you will see all the tags you've already added in the drop-down list. | Next time, when adding tags to another client, you will see all the tags you've already added in the drop-down list. | ||
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So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available: | So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available: | ||
| − | [[file:Tags drop down list.png|border| | + | [[file:Tags drop down list.png|border|300px]] |
When clients are tagged, you can easily find them using '''<U>[[Clients list#Search clients with filters|filters]]</U>'''. | When clients are tagged, you can easily find them using '''<U>[[Clients list#Search clients with filters|filters]]</U>'''. | ||
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You can review the list of all the tags added to your clients on the <U> [[Clients tags|'''Clients tags list''']] </U> page. | You can review the list of all the tags added to your clients on the <U> [[Clients tags|'''Clients tags list''']] </U> page. | ||
| − | =='''Delete tags form client | + | =='''Delete tags form client profiles'''== |
| − | To delete tags from a client profile, go to the client profile and press the '''" | + | To delete tags from a client profile, go to the client profile and press the '''"Update tags"''' button: |
| − | [[ | + | [[File:2. 1.png|border|470px]] |
Then click the cross next to the tag name and press '''"Save"''' to confirm changes: | Then click the cross next to the tag name and press '''"Save"''' to confirm changes: | ||
[[file:Delete tag.png|border|350px]] | [[file:Delete tag.png|border|350px]] | ||
Revision as of 17:56, 10 March 2020
Add tags
You can add tags to your clients.
You may use this option for any purposes you might have: to identify your clients, group or categorize them, etc.
To do so, go to a client profile and press the "Add tags" button:
It will bring you to the Update tags list page.
Type a name for this tag and press the "Enter" key, or confirm it by clicking on the tag name that appeared in the drop-down list:
You can enter as many tags as you need at a time by repeating the steps described above.
Having entered all the necessary tags, press "Save" to apply them:
You will be redirected to the client's profile page.
You can review all clients that have a certain tag added right from this page by clicking on the tag name:
Next time, when adding tags to another client, you will see all the tags you've already added in the drop-down list.
So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:
When clients are tagged, you can easily find them using filters.
You can review the list of all the tags added to your clients on the Clients tags list page.
Delete tags form client profiles
To delete tags from a client profile, go to the client profile and press the "Update tags" button:
Then click the cross next to the tag name and press "Save" to confirm changes:
