Tag customers and vendors

Tags help you group customers and vendors, for example, by type of work or source, and find them later.

Tag a customer

You can add tags when you create a customer, or later from their profile:

1. Open the customer.
2. Select Customer tags, then select the tags.
3. Select Save.

To remove all of a customer’s tags, select Customer tags, select Clear, then select Save.

Tag a vendor

You can add tags when you create a vendor, or later from their profile:

1. Open the vendor.
2. Open the vendor’s tags, then select the tags.

Tag several customers or vendors at once

1. In Customers or Vendors, select the records.
2. Select Bulk actions > Assign tags.
3. Select the tags and save.

Existing tags are preserved.

Filter by tags

Use the Tags filter in Customers or Vendors to show records with specific tags.

In Customers, when you select several tags, customers with any of them are shown.

See Find, filter, and sort customers and Find, filter, and sort vendors.

Related articles

• Create and edit a customer
• Create and edit a vendor
• Job tags