A General Tag is a keyword or a phrase that is added to a customer's profile. It can be used as an identifier or as a way to locate a client. For example, you can add a general tag such as VIP to designate specific profiles with a VIP status.
To add a general tag to a customer profile on the web version, follow these steps:
- Click Customers at the top of the screen.
- Select the customer.
- Select Edit Profile.
- Enter a General Tag.
- Click Update.
Adding a General Tag on the Desktop Version
1. Click Customers.
2. Select the customer.
3. Select the Profile tab.
4. Click Edit Profile.
5. Enter a General Tag in the box under General Tag. You also can enter multiple tags. Just make sure to follow each tag with a comma. Then click out of the box to see the general tags you have entered.
6. Click Update.
Click here to learn more about running a General Tag Customer Report.