Customer Tags
Overview
This tutorial will review what customer tags are, how to create them, and some of their possible uses.
Customer tags are like digital sticky notes that can be added or removed from customer files. They were designed to help organize and identify certain things about a customer quickly.
Tags are created by administrators but can be added or removed by any user.
Tags alone do not have a direct feature, but they can be used as variables in other features that can be quite powerful.
Example:
The business created a tag for customers who must pay at the time of service. They named this tag "Pay at Time of Service."
They then applied this tag to several customer files.
Options (details about these options are below!):
Create a customer alert that automatically appears when a user opens this file and for all customers with this tag applied.
Create a query in the customer management form to pull a list of all customers with this tag applied
Create a task exception for customers with this tag applied
Create a query in the email blast form to send a custom email to all customers with this tag applied.
Estimated Time - 5 minutes
Instructions
Before beginning, make sure you have:
Administrator access
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video How-To
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Video Coming Soon!
Step-by-Step Guidance
Navigate to a customer file
Click the link Tags (above Sort ID)
To add a new tag, click the green plus icon at the bottom right.
Name the tag by adding a Title
You can also choose a color for this tag (stongly recommended), by clicking Back Color and selecting a color on the wheel.
Save
The tag is not ready for us and can be applied to this customer or any customer file by navigating back to Tags > Check the box to the left of the tag you wish to apply.
A customer may have multiple tags applied.
Resources
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