Search, Sort, Filter, Export, Report Customer Tags are a great labeling tool for your customer where you create your own custom fields and can reference that information later on various screens.
Creating, Adding and Searching with Customer Tags
Customer Tags are a great labeling tool for your customer where you create your own custom fields to and can reference that information later in various screens. To first get to the customer tags to edit you will want to navigate to the CRM tab on the left (the icon that looks like a figure of a person). From there you will want to open up any customer and in the configuration box you will see the Tags area. If you click on the tag area you will see a drop down of all your available tags. If you are a new client this is likely to be blank.
Manage Customer Tags in Arborgold
Tags in Arborgold help you organize, search, and filter customer profiles for more efficient management. This guide covers how to add existing tags to customers, create new tags, and filter or sort your customers by those tags.
1. Adding an Existing Tag to a Customer
Easily assign an existing tag to any customer to improve organization and quick searching.
Step 1: Open the customer profile. Find the tags dropdown on the right side.
Step 2: Click the dropdown and pick a tag from those you've already created.
Step 3: For example, select "family" from the list.
2. Creating a New Tag
If you need a new tag, follow these steps to create and quickly assign it.
Step 1: Next to the tag dropdown, click the pencil icon to manage tags.
Step 2: Click Add New at the top right of the tag management window.
Step 3: Type in your new tag's name.
Step 4: Assign a color to help visually categorize the tag.
Step 5: Click Save to create the tag.
Step 6: Refresh the page using the button on the top left.
Step 7: Scroll down to see your new tag in the list.
Always remember to save changes by clicking Save at the top right.
3. Filtering and Sorting by Tags
Locate and organize your customers efficiently by filtering or sorting them using tags.
Step 1: Click the blue Customer tab on the left, then choose Customer List.
Step 2: If the Customer Tags column is missing, find the column selector at the top right.
Step 3: Scroll and turn on Customer Tags in the list of columns.
Step 4: Move the Customer Tags column wherever you prefer among your columns.
Step 5: Type a tag, such as "VIP," in the search box to display all customers with that tag.
Step 6: For advanced sorting, use Advanced Filters at the top left and filter by customer tags.
You've now learned how to add, create, and utilize customer tags in Arborgold to streamline your workflow. For further help, reach out to Arborgold support or check the Arborgold training center!