You can use customer tags to organize and group your customers by short words or phrases that you choose.
There are two different ways to create a customer Tag.
Create a Customer Tag on the Edit Customer screen
- Click into the Tags field and choose Add New
- Type the name of the new Tag in the window that appears
- Click the Create button to save the new Tag
- You can then choose the new Tag in the Tags dropdown on the Edit Compay screen
Add a new Tag on the Setup Tags screen
- Navigate to Aero Settings > Setup Tags
- Click the Add New button
- Type the name of the new Tag and click the Save & Close button
- The new tag will be available in the Tags dropdown on the Edit Customer screen