Tag customers and properties (one or many at once)

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Tag customers and properties (one or many at once)
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Customers

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

  1. Open the customer or property.
  2. Click + Tag beside the status at the top.
  3. Type to find a tag and click it. If it does not exist yet, pick Create tag.
  4. To take a tag off, click the × on it.

Many at once

  1. On the Customers or Properties list, tick the boxes on the rows you want (the box in the header ticks the whole page).
  2. A bar shows how many are selected.
  3. Pick Add tag or Remove tag, pick the tag, and click Apply.
  4. Clear unticks everything.
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Updated 10/23/26

v1.4.444

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