Difference between revisions of "Manage client tags"
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When clients are tagged, you can quickly find them using '''<U>[[Clients list#Search clients with filters|filters]]</U>'''. | When clients are tagged, you can quickly find them using '''<U>[[Clients list#Search clients with filters|filters]]</U>'''. | ||
| − | You can review the list of all the tags added to your clients on the '''Clients tags list''' page. | + | You can review the list of all the tags added to your clients on the <U> [Clients tags|'''Clients tags list'''] </U> page. |
Revision as of 13:45, 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:
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:
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 quickly find them using filters.
You can review the list of all the tags added to your clients on the [Clients tags|Clients tags list] page.
