How to use tags for managing client data
How to use tags for managing client data
Tagging is a powerful way to organize your clients and filter data based on your specific needs. With tags, you can easily group clients by region, project type, or any other category, making it simple to find and manage them.
1. Create a New Tag
You can create a tag in two ways:
From the Tag Manager:
Click the Settings icon (⚙️) in the top-right corner, then select Tag Manager from the left-hand menu.
Click the + Create New Tag button.
In the pop-up, enter the Tag Name and click Create Tag.
From the Clients Dashboard:
Click Clients in the left-hand menu.
In the "Tags" column, click the dropdown icon next to any client.
In the dropdown menu, click + Create Tag.
Enter the tag name in the pop-up and click Create Tag.
2. Assign Tags to Clients
From the Tag Manager:
From the Tag Manager page, find the tag you want to use.
Click the Assigned Clients number next to the tag.
Check the box next to each client you want to assign the tag to, and click Apply.
Using Bulk Actions:
From the Tag Manager page, select one or more tags by checking the box next to them.
Click Bulk Actions, and from the dropdown, choose Add Clients.
Select the clients you want to assign the tag to and click Apply.
You can also Delete or Remove All Clients from a tag using this menu.
3. Filter Clients by Tag
Navigate to the Clients dashboard.
In the "Tags" column, click the filter icon.
Check the box next to the tag you want to filter by, and click Apply. This will show you all clients associated with that specific tag.
Conclusion
By using tags, you can organize your client data and streamline your workflow. Whether you're segmenting clients for targeted marketing campaigns or simply keeping your records tidy, tags provide a flexible and efficient way to manage your client base in Synup OS.
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