Informational: Configurations-Customers
This article will describe the Customers tab under Configurations.
- You can create new tags by filling out the Title field, choosing a color, and clicking the green plus button. Make sure to save before leaving the page.
- These tags act as a way to mark your Customer’s accounts for organization. They can be assigned inside of the Customer details page.
- You can sort on the Customers list page by assigned color tags.
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