Configure Smart Tags
Smart 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 More actions () 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 More actions () 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.
