Tags are great way to organize your customers for filtering sales and marketing lists.  You can create as many tags as you need and you can add them to any customer you want.

You can use the tags on the Marketing Lists page to create new contact lists for upcoming campaigns.

Searching a Customer Tag Association

Step    Action

  1.      Select {Settings} and then select {Tags} under Customer.

  2.      Select number under Customer, Contacts, Vendors, or Suppliers field with tag

           association to be searched.


          Results: You will be brought to the Customer, Contact, Vendors/Suppliers Search

          Page with search results filtered to include any customers with the selected tag association.