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Adding and removing client tags
Adding and removing client tags

Client tags provide a powerful tracking tool for your organisation

Updated over a week ago

To add a client tag:

  1. Navigate to the client you wish to tag and click Edit Client

  2. Select Tags from the options on the left

  3. Add the relevant tag(s) for the client

  4. Click Finish to save your changes

To remove a tag:

  • Navigate to the client you wish to tag and click Edit Client

  • Select Tags from the options on the left

  • Click on the x icon that is on the tag

  • Tags that have been removed will appear as previous tags

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