Difference between revisions of "Manage client tags"

Revision as of 13:27, 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:

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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:

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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:

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You will be redirected to the client profile.

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

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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

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Press the "Add tag" button, enter the name of the tag you want to add, and press "Save" to apply the client tag:

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You can add as many tags as you wish, and delete those that are no longer needed:

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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:

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