How customer tags and keywords should be used

Modified on Mon, 15 Jun at 9:06 PM

INTENDED SEARCHES: tags, keywords, customer tags, payment keywords

Tags and keywords help organize customers and make records easier to find or report on. Use consistent tags instead of typing different versions of the same idea.

Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.