Difference between revisions of "Manage client tags"

Revision as of 15:23, 26 December 2018

Update client tags list: https://cloud.protemos.com/client-tag/update?id=ХХХХX (replace XXXXX with a valid number)

Add tag

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 page.

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 if the necessary tag is already available:

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Delete tag form client profile

To delete a tag from the client profile, press the "Tags" button:

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Then click the cross in the tag name and press "Save" to confirm changes:

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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 list page.