Docs / Contact Management
Tag a Customer
Taskly allows you to add tags to your customer records to help organise and filter your contacts. The following article outlines how to create and apply tags to customers.
Apply a Tag to a Customer
Open Customers
Find the Customer you would like to tag.
Apply existing tags or press + to add a new tag
Press Save Changes
Search for Tagged Customers
Open Customers
Enter the Tag in Search
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