Difference between revisions of "Manage vendor tags"
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| − | + | =='''Add tags'''== | |
| − | You can | + | 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: | |
| − | + | [[file:CV tags button.jpg|border|1000px]] | |
| − | + | 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: | |
| − | + | [[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. | |
| − | + | Having entered all the necessary tags, press '''"Save"''' to apply them: | |
| − | + | [[file:CV add tag 2.jpg|border|350px]] | |
| − | [[file: | + | 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: | ||
| + | |||
| + | [[file:CV click tag name 1.jpg|border|1000px]] | ||
| + | |||
| + | 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: | ||
| + | |||
| + | [[file:CV add tag 3.jpg|border|350px]] | ||
| + | |||
| + | 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 <U> [[Clients tags|'''Clients tags list''']] </U> page. | ||
| + | |||
| + | =='''Delete tags form the client profile'''== | ||
| + | |||
| + | To delete a tag from the client profile, press the '''"Tags"''' button: | ||
| + | |||
| + | [[file:CV tags button.jpg|border|1000px]] | ||
| + | |||
| + | Then click the cross in the tag name and press '''"Save"''' to confirm changes: | ||
| + | |||
| + | [[file:CV tags delete.jpg|border|350px]] | ||
Revision as of 16:07, 26 December 2018
Vendor tags page: https://test.protemos.com/vendor-tag/user?id=ХХХХX (replace XXXXX with a valid number)
Add tags
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 page.
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 list page.
Delete tags form the client profile
To delete a tag from the client profile, press the "Tags" button:
Then click the cross in the tag name and press "Save" to confirm changes:
