Tag customers and properties (one or many at once)
Add a tag on a record, or tick many rows and tag them together.
One record
- Open the customer or property.
- Click + Tag beside the status at the top.
- Type to find a tag and click it. If it does not exist yet, pick Create tag.
- To take a tag off, click the × on it.
Many at once
- On the Customers or Properties list, tick the boxes on the rows you want (the box in the header ticks the whole page).
- A bar shows how many are selected.
- Pick Add tag or Remove tag, pick the tag, and click Apply.
- Clear unticks everything.
Updated 10/23/26