Tags

Create and utilize tags to keep track of customers and navigate IndusTrack more effectively.

To access the Tags page, go to Settings > Company Settings > Tags

Using the Tags Table

You will see a list of all previously created tags from the Tags tab. From this page, you can add, edit, change tag colors, or delete.

• The Tags table has 3 columns:
  • Name – The name you gave the tag.
  • Color – Assign colors to Tags.
  • Created Date

• Items Per Page
  • Select the number of tags to be displayed per page. Options to choose from are 15, 25, and 50.
  • Use the side arrows to move from one page to another (if there is more than one page). If there is only 1 page, this feature is disabled

Create a New Tag

Go to the Actions button and select + Add New Tag.

On the Add Tag window, give the tag a name. By default the tag color is green however, you can also assign color to a tag if necessary. Hit Save.

After saving the Tag, this will be added to the Tags List. If you want to edit the tag, click on the tag and edit window will pop up.

Delete a Tag

Find the term item to be removed from the list, and tick the checkbox to the left of the tag to be removed. To delete multiple tags, tick the checkboxes to the left of all the tags to be removed. If all terms will be deleted, just tick the checkbox of the Name header.

Go to Actions and select Delete. Confirm the delete action. The tag will be removed from the list.

Assign Tags to Customers

Tags can be assigned to your customers making it easy to group them and find the ones similarly tagged.

Go to the Customer’s Module and find the customer to be assigned the tag. Click anywhere on the row to open the Customer’s Profile.

From the customer’s profile, go to the Tags field which is located at the middle of the page, next to the customer’s name.

Click on the field and select the tag or tags to be assigned to the customer. You can also create a new tag from here.

To assign the tag, click on it and it will automatically be added to the profile.

From the Customers’ List, the assigned tag or tags will be indicated under the column Tags.

To remove the tag, click on the delete button (X) beside the tag name.