How do I create tags in customers app?

Tags are labels attached to the Customer app. These help you to organize the customers in a personalized way. You can create multiple tags from the creation page and also update the existing ones.

For instance: If an employee wants to view all the customers with high priority, then an "App Tag" with the name "High-Value Customers" can be created.

Steps to Follow

• Log in and access Customers App from your universal navigation menu bar.
• Click on More (...) icon and select the Settings.

• On the Settings page, click on General and select the Tags.
• In Tags dashboard, you can view:
  • App Tags (Available only in this app)
  • Global Tags (Available globally on all apps)







• Click on Create and specify the Tag Name – Name of the tag.
• Click on “Create” to complete.

• The new App Tag will get created.

• Now that you've set-up Tags for the Customers App, you can check out the following post to see how to apply those tags to your Customers.