How to Add a General Tag (On the Desktop Version)

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.