Difference between revisions of "Manage client tags"
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It will bring you to the client's tags list page. | It will bring you to the client's tags list page. | ||
| − | Press the '''"Add tag"''' button, enter the name of the tag you want to add, and press '''"Save"''' to apply the | + | Press the '''"Add tag"''' button, enter the name of the tag you want to add, and press '''"Save"''' to apply the client tag: |
[[file:Add tag page.jpg|border|500px]] | [[file:Add tag page.jpg|border|500px]] | ||
Revision as of 18:42, 20 December 2018
Vendor tags page: https://test.protemos.com/vendor-tag/user?id=ХХХХX (replace XXXXX with a valid number)
You can manage tags or add new tags to clients.
You can 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 "Manage tags" button:
It will bring you to the client's tags list page.
Press the "Add tag" button, enter the name of the tag you want to add, and press "Save" to apply the client tag:
You can add as many tags as you wish, and delete those that are no longer needed:
When clients are tagged, you can quickly find them using filters.
Or you can review all clients that have a certain tag added right from this page by clicking on the tag name:
