Using Tags in IndusTrack

Tags help you organize and quickly locate customers within IndusTrack. Follow these steps to create, edit, and manage tags.

Accessing Tags

1. Navigate to Settings > Company Settings > Tags.

Working with the Tags Table

On the Tags page, you’ll see a table listing all existing tags. Here’s what you can do:

• Add, Edit, or Delete Tags
• Change Tag Colors

Columns in the Tags Table:

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

Items per Page: Select how many tags to view per page (15, 25, or 50). Use the arrows to navigate between pages if you have more than one page of tags.

Creating a New Tag

1. Click on Actions and select + Add New Tag.

2. In the Add Tag window, enter a name for the tag. The default color is green, but you can choose a different color if you wish.

3. Click Save. Your new tag will now appear in the Tags list. To edit, simply click the tag to open the edit window.

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. Go to Actions and select Delete. Confirm the action, and the tag(s) will be removed from the list.

Assigning Tags to Customers

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

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.