Create Tags for clients

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.

Solution Properties

Solution ID
240228194233653
Last Modified Date
Mon Nov 04 14:52:57 UTC 2024
Views
0