Difference between revisions of "Manage client tags"
| Line 14: | Line 14: | ||
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:CV add tag.jpg|border| | + | [[file:CV add tag.jpg|border|350px]] |
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. | ||
| Line 20: | Line 20: | ||
Having entered all the necessary tags, press '''"Save"''' to apply them: | Having entered all the necessary tags, press '''"Save"''' to apply them: | ||
| − | [[file:CV add tag 2.jpg|border| | + | [[file:CV add tag 2.jpg|border|350px]] |
Revision as of 12:37, 26 December 2018
Update client tags list: https://cloud.protemos.com/client-tag/update?id=ХХХХX (replace XXXXX with a valid number)
You can add tags to your 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 "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:
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:
