Add Tags to Clients

Add tags to clients to label them, for example "VIP" or "Retail", and filter your client list by those labels. In Flowboard, clients are listed under Customers.

Add tags to a client

1. Click Customers in the left sidebar.
2. Click the client's name, or click the actions menu next to them and select Edit.
3. In the Tags field, pick one or more tags.
4. Click Save changes.

You can also add tags when you create a new client, using the Tags field on the New customer form.

Don't see the tag you need? Click Add Tag at the bottom of the list to create one. Only tags set up for the Customer entity type show here.

Filter clients by tag

On the Customers page, use the Tags filter to show only clients with a certain tag. Choose All tags to clear the filter.

To create and manage your tags, see Managing Tags.