How Do I Tag a Client Record
HOW DO I TAG A CLIENT RECORD? Tag Groups are static groups of clients which you can create within your CRM in order that you might pull up a list of individuals quickly in order to work with them as a group. You can apply a Tag to an individual record or apply a Tag to a group. Apply Tag to individual: From your client’s Overview page, scroll down to the Common Tasks area and click on Tag This Record:
You’ll then see Available Tag Groups (previously created) which you can add the client to as well as a Save To New Tag Group section where you can create a new group into which to place your client:
Apply Tag to group: From your Advanced Search page, place checks to the left of the names of the clients that you want to add to your Tag Group:
Then, click on Tag Selected underneath your search results:
You’ll then see Available Tag Groups (previously created) which you can add the clients to as well as a Save To New Tag Group section where you can create a new group into which to place your clients:
Your Tag Groups are easily accessible under your Database / Search menu:
You’ll then see Available Tag Groups (previously created) which you can add the client to as well as a Save To New Tag Group section where you can create a new group into which to place your client:
Apply Tag to group: From your Advanced Search page, place checks to the left of the names of the clients that you want to add to your Tag Group:
Then, click on Tag Selected underneath your search results:
You’ll then see Available Tag Groups (previously created) which you can add the clients to as well as a Save To New Tag Group section where you can create a new group into which to place your clients:
Your Tag Groups are easily accessible under your Database / Search menu:
