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:
Select the customer.
Select the Profile tab.
Click Edit Profile.
Enter a General Tag in the box under General Tag.
You can enter multiple tags separated by commas. Then click out of the box to see the general tags you have entered.
Click here to learn more about using General Tags when running a Customer List Report .
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