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Creating a customer tag

  1. Navigate to System Settings, then Customer Tags.
  2. Click the “New Tag” button.
  3. Fill in the following information:
    • Name and Description of the tag
  4. Click Save.

To assign a tag to a customer:
  1. Go to the customer profile you want to edit.
  2. Click the “Tags” tab.
  3. Type in the tag name, and click Add.
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