Using Tags in IndusTrack

Tags help you organize and find customers quickly in IndusTrack. Follow these simple steps to create, edit, and manage tags.

Accessing Tags

1. Go to Settings > Company Settings > Tags.

Tags Table Overview

The Tags page displays all existing tags in a table. You can:

• Add, edit, or delete tags
• Change tag colors

Columns in the Tags Table:

• Name – The tag name.
• Color – The tag’s assigned color.
• Created Date – The date the tag was created.

You can also choose how many tags to display per page (15, 25, or 50) and use arrows to navigate between pages.

Creating a New Tag

1. Click Actions, then select + Add New Tag.
2. Enter a tag name in the Add Tag window.
3. Choose a color (default is green, but you can change it).
4. Click Save. The new tag will appear in the list. To edit, click on the tag.

Deleting a Tag

1. Check the box next to the tag(s) you want to delete. To delete all tags on the page, check the box in the Name header.
2. Click Actions, then select Delete.
3. Confirm the deletion. The tag(s) will be removed.

Assigning Tags to Customers

1. Go to the Customers module and open a customer profile.
2. In the Tags field (next to the customer’s name), select the tag(s) you want to assign. You can also create a new tag from here.
3. Click the tag to attach it to the customer’s profile. The assigned tags will be visible in the Tags column in the customer list.

Assign multiple tags to multiple customers

To assign tags to several customers at once:

1. Click Select to apply the tags to the chosen customers.
2. Check the boxes next to the customers you want to tag.
3. Click More Actions > Assign Tags.
4. Select the tags you want from the list.

4. To remove a tag: Click the X next to the tag name.

This simplifies managing and organizing your customers with tags!