How to add Customer Tags to customer

Tags are words or combinations of words, you can use to add more context to tickets and topics. You can apply tags to tickets and customers. Tags provide you with an unlimited amount of flexibility to manage and customize your support workflow.

Here are the ways you can create and use tags:

  1. Go to Settings > Customer Tags.

  2. Click on Add Tag button.

  3. Enter the Tag Name and Description.

  4. Click on Save Changes button, the new tag will be added successfully.

Adding a customer tag to a customer:

  1. Go to Customers.

  2. Click on any Customer.

  3. On Customer Detail Page, click on Tags.

  4. Select Tag from the dropdown.

  5. Click on Save Changes button, the new customer tag will be tagged to the customer successfully.