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Create Tags for clients

Created on  | Last modified on 

Summary

Create tags in Client Management.

Description

Tags are a way to group and organise clients within Client Management.

You can create up to ten tags.

Resolution

  1. Select Settings, then Manage tags.
  2. Select Create a tag.
  3. Choose a name and colour for the tag.

    Create a tag name and colour image

  4. Select Create tag.