How to assign tags to clients

Use client tags to quickly label, organize, and sort information related to your clients.

Assign tags to a single client

To assign tags to a client:

1. Navigate to Clients > General.

2. Select the client and click the Edit button.

3. In the Client Tags dropdown, select one or several tags that you want to assign to this client. Press Enter after selecting each tag in the dropdown.

To view a list of available client tags or add new tags, navigate to System > Users > Client Tags.

1. Click Save to apply the changes.

The tags assigned to the client are displayed in the Tags column on the General page.

Assign tags to multiple clients

To assign tags to multiple clients at once:

1. Navigate to Clients > General.

2. Click the Select button in the upper-right page corner, and then select clients to which you want to assign tags by clicking client rows.

   • To select all clients, click Select All.

   • To unselect a client, click the corresponding client rows again.

   • To unselect all clients at once, click Deselect.

3. Expand the Edit selected clients dropdown in the upper-right page corner, and then select Assign Tags.

4. In the Client Tags dropdown, select one or several tags that you want to assign to the selected clients. Press Enter after selecting each client in the dropdown.

5. To replace the existing client tags with the new ones, enable the option to Overwrite current values; otherwise, the new tags will be added to the existing ones.

6. Click Save to apply the changes.

The tags assigned to the clients are displayed in the Tags column on the General page.