Tag customers
Tags are a free-form way of categorizing a group of customers who share similar characteristics. For example, you could assign a tag to a group of customer who receive a weekly service from you, or who share a similar interest, or who are high-value customers, or who live in a certain area. A single customer might have multiple tags (holiday card, high-value customer, golfer, etc.) Tags can be useful when you want to, for example, target a group of similar customers (say, golfers), with a new product or service.
The tags you enter appear under My Address Book in the left navigation panel. Click a tag name to see all the customers who share that tag.
Note: To record unique information specific to a single customer (such as a birthday), you can create custom fields.
You can enter tags when you are creating an invoice, or creating or editing a contact.
Create an invoice, or create or edit a contact.
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If the tags area is not visible, click Show Tags and Custom Fields.
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Enter the tags in the Tags box.
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Enter multiple tags by separating them with commas (e.g., dog owners, golfers, holiday cards).
