Best Suited for:
- Back Office administrators
- Users managing customer organization
- Users creating Customer Email Broadcasts
Important Information:
- Customer tags are used to organize and label customers for sorting, searching, reporting, and creating Customer Email Broadcasts
- Customer tags are not visible to customers and are for internal use only
- Tags are not visible in the field worker app
- Customer tags can be imported via the Customer Import
- Tags can be batch edited, but this will overwrite existing tags
- Tags are searchable via Global Search and visible within the Customer List
- Tags can be managed but not created from the "Customer Tag Management" screen
Strategic Workflow:
- Use tags to group customers by type, status, or communication needs
- Customer tags can be filtered in the Customer List, Quick Search, Advanced Search, and Global Search
- Customer tags are included within the Customer List Report
- Customer tags can be used to build Customer Email Broadcast lists
Process Description:
- Create a tag on a customer
- Manage existing tags
- Batch edit tags
- Remove a tag from a customer
Creating a Customer Tag within a Customer Account:
- Go to Customer List
- Open the Customer Account
- Click the Account Info tab
- Scroll down to the "Additional Information" section
- In the Customer Tags box, type in the desired tag name
- Press Enter to create the tag
- Click Save Customer Account
Creating a Customer Tag from the Customer List:
- Go to Customer List
- Find the customer within the Customer List
- Click add if the customer does not have any tags currently
- If there is currently a tag, to create another one, click on the tag
- Type in the desired tag name
- Press Enter to create the tag
- Click the blue check-mark to add the tag to the customer
Applying an Existing Customer Tag to a Customer Account:
- Go to Customer List
- Click on the Customer's Name to open the customer account
- Click the Account Info tab
- Scroll down to the "Additional Information" section
- In the Customer Tags box, click or begin typing in the desired tag name
- Choose the Customer Tag from the drop-down
- Click Save Customer Account
Applying an Existing Customer Tag from the Customer List:
- Go to Customer List
- Find the customer within the Customer List
- Click add if the customer does not have any tags currently
- If there is currently a tag, click on the tag
- Click or begin typing in the desired tag name
- Choose the Customer Tag from the drop-down
- Click the blue check-mark to add the tag to the customer
Managing Existing Tags:
- Hover over "My Office"
- Click Tags
- Click Customer Tags
- From this screen, you can:
- View how many customers use each tag
-
Delete tags
- Click the trashcan to delete
- If the tag is used within any customer accounts, you will be presented with this warning message: WARNING: Deleting this tag will remove it from all associated customers. This action cannot be undone. Are you sure you want to permanently delete this tag?
- Click Yes, delete
-
Rename tags
- Click on the Tag Name
- Type in the preferred tag name
- Click blue checkmark to save the changes
Note: You cannot create new tags from this screen
Batch Editing Tags:
- Go to Customer List
- Select customers that you want to apply the tag(s) to, by clicking the check box beside their name
- Click Edit Selected
- Click edit beside "Customer Tag(s)"
- In the "Select Tags" pop-up, click or begin typing in the desired tag name
- If the tag is existing, select from the drop-down list
- If creating a new tag, type in the desired tag, press enter to create the tag
- Click the blue check-mark to add the tag
- Click Apply To X Customer(s)
Warning: This will overwrite existing tags on those accounts
Removing a Tag:
- Open the Customer Account
- Click the “x” next to the tag name
- Click Save Customer Account to remove the tag from this customer account
Commonly Used Customer Tags:
- Residential
- Commercial
- Zone
- Email Broadcast
- Do Not Service
- Potential Member
- Member
Reports That Include Customer Tags:
- Customer List Report