Customer Tags
To access the COMPANY SETTINGS screen: Go to the ADMIN menu → COMPANY SETTINGS screen
NOTE: The Customer Tags feature is available with the Enterprise tier of Seedtrakr.Customer Tags Summary:
Customer tags are created and managed on the COMPANY SETTINGS screen.
Customer tags can be set on any of your customers to which you want to add a specific tag. Some examples of tags you may want to use are "Do not sell to", "Cash required on pickup", etc.
There are four customer tags configured by default, including the "Do not sell to" tag which will issue a warning when/if a user attempts to add a booking for a customer that has that tag.
Tags can be assigned to multiple customers.
Tags are fully customizable (besides the default tags) so you can maintain a list of tags that would best suit your business.
To configure the customer tags for your company, scroll down to the Customer Tags section in the company settings and click on the Add Customer Tag button.
The Customer Tag screen will appear where you can enter the details to add the new tag:
Fields appearing in Pink are Mandatory, and must be entered.
Name: Enter the name of the customer tag.
Display Color: Choose a color for the tag.
Note: The color is used to display tags once they've been added to customers, on the customer details page.
Click Save to create the new customer tag. It will now appear in the list and can be assigned to customers.
Editing Customer Tags
To edit customer tags for your company, scroll down to the Customer Tags section in the company settings and click Edit beside the tag you want to change.
The Customer Tag screen will appear where you can make changes to the name or display color of the tag.
Once the changes have been made, click Save to save them.
Any customers that have the tag that was edited will be updated with the new changes to it.
Deleting Customer Tags
To delete customer tags for your company, scroll down to the Customer Tags section in the company settings and click Delete Customer Tag beside the tag you want to delete.
You will be asked to confirm if you want to delete the customer tag or not. Click Yes to continue deleting it or click No to cancel.
Note: Once a customer tag has been deleted it is removed from all customers it was assigned to and removed from your tag list. This cannot be undone.
