Manage client tags

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Add tags

You can add tags to your clients.

You may 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:

CV tags button.jpg

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:

CV add tag.jpg

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:

CV add tag 2.jpg

You will be redirected to the client's profile page.

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

CV click tag name 1.jpg

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:

CV add tag 3.jpg

When clients are tagged, you can easily 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 client profils

To delete tags from a client profile, go to the client profile and press the "Tags" button:

CV tags button.jpg

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

CV tags delete.jpg