Watch the Video Below or Scroll Down for Written Instructions
Tags are helpful for organizing and sorting your client list and creating work from templates. This article is going to walk you through all the steps to help you add tags to one client profile.
From the Manage tab and client subtab, select a client you want to edit by clicking on any client.
2. Once on the client profile, click Edit under the contact information.
2. Click +Add Tag
3. You can select an existing tag from the drop down list
4. Or create a new one by typing in the first row then hitting enter on your keyboard to apply.
(Reminder, when possible, Tag names should have a minimum of three or more letters or numerical characters to ensure that each tag is unique.)