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How to tag the clients in bulk #739

Answered by Divwork92
Divwork92 asked this question in QA
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Tags are specifically for clients. Tags help to classify & categorize clients. It helps in easy/quickly filtering the clients.

There is no limit to the number of tags that can be added to a particular client. Tags can be added or deleted from Client

Below are the steps for tagging the clients in bulk -

  1. Go to client list page, click on the square box on extreme right for selecting clients. If you wish to select all the clients then click on the square box next to excel icon
  2. Type any word, press enter and click on save

You can later quickly filter out the clients as per the tag words

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Divwork92
Aug 10, 2021
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Answer selected by adarshmadrecha
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Category
QA
Labels
M:Client Client / Client Group Module
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