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Creating, Using and Managing Customer Tags

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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:

  1. Create a tag on a customer
  2. Manage existing tags
  3. Batch edit tags
  4. Remove a tag from a customer

Creating a Customer Tag within a Customer Account:

  1. Go to Customer List
  2. Open the Customer Account
  3. Click the Account Info tab
  4. Scroll down to the "Additional Information" section
  5. In the Customer Tags box, type in the desired tag name
  6. Press Enter to create the tag
  7. Click Save Customer Account

Creating a Customer Tag from the Customer List:

  1. Go to Customer List
  2. Find the customer within the Customer List
  3. Click add if the customer does not have any tags currently
  4. If there is currently a tag, to create another one, click on the tag
  5. Type in the desired tag name
  6. Press Enter to create the tag
  7. Click the blue check-mark to add the tag to the customer

Applying an Existing Customer Tag to a Customer Account:

  1. Go to Customer List
  2. Click on the Customer's Name to open the customer account
  3. Click the Account Info tab
  4. Scroll down to the "Additional Information" section
  5. In the Customer Tags box, click or begin typing in the desired tag name
  6. Choose the Customer Tag from the drop-down
  7. Click Save Customer Account

Applying an Existing Customer Tag from the Customer List:

  1. Go to Customer List
  2. Find the customer within the Customer List
  3. Click add if the customer does not have any tags currently
  4. If there is currently a tag, click on the tag
  5. Click or begin typing in the desired tag name
  6. Choose the Customer Tag from the drop-down
  7. Click the blue check-mark to add the tag to the customer

Managing Existing Tags:

  1. Hover over "My Office"
  2. Click Tags
  3. Click Customer Tags
  4. 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:

  1. Go to Customer List
  2. Select customers that you want to apply the tag(s) to, by clicking the check box beside their name
  3. Click Edit Selected
  4. Click edit beside "Customer Tag(s)"
  5. In the "Select Tags" pop-up, click or begin typing in the desired tag name
  6. If the tag is existing, select from the drop-down list
  7. If creating a new tag, type in the desired tag, press enter to create the tag
  8. Click the blue check-mark to add the tag
  9. Click Apply To X Customer(s)

Warning: This will overwrite existing tags on those accounts

Removing a Tag:

  1. Open the Customer Account
  2. Click the “x” next to the tag name
  3. 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

Additional Resources:

Creating, Using, Removing and Managing Estimate Tags

Creating, Using, Removing and Managing Job Tags

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