Account tags can be assigned via the dashboard to one or more accounts via the dashboard and will allow you to search for a subset of customers more easily.Pre
Tags can be added to multiple accounts at once by:
Bring up the customer modal in the dashboard
Select either show all, or do a search for the customers you'll be apply the tag to
Place a tick in the box next to each account you'll be adding the tag to.
Click the teal button in the bottom right hand corner with the tag icon
Enter the tag you'll be applying, any pre-existing tags that match will show up in a drop down to be selected, or if it's a new tag simply type out the name and press enter
Alternately if you are looking to add or remove a tag from a single customer you can:
Bring up the customer modal and search for the customer in question
From the customers account page select the group tab
Press the edit group button
To delete a tag select the trash can icon next to the tag name
To add a tag simply type the tag into the tag field, again you'll be able to select any pre-existing tags from the drop down.
Press save one the desired tag configuration has been reached.
To search based on customer tags you['ll:
Bring up the customer modal in the dash
Select the Advanced Filters button
Choose the tag to search by from the Tags dropdown
Click the Search button to apply the filter.
