Home > Settings > Configure Smart Tags
Export to PDFSmart tags can be used to label customers so you can categorize or find customers. When you invite new customers or edit customer accounts, you can apply tags to customers. On the Customers page, you can filter customers by tags.
To manage smart tags, go to the Settings page, and click Tag in the System area.
You can perform the following actions:
Create a tag – Click Add new tag. In the Create a tag window, enter the tag name and description, and then click Save.
Edit – Select a tag and click Edit, or click the ellipsis button of the tag and select Edit in the drop-down list. You can edit the tag name and description. When you finish the edits, click Save.
Delete – To delete a tag, select the tag and click Delete, or click the ellipsis button of the tag and select Delete in the drop-down list. To delete multiple tags, select the tags and click Delete. A pop-up window appears asking for your confirmation. Click OK to confirm your deletion.