Customer Note Tags

Configuration > Customers > Customer Note Tags

Tags are used to categorize Notes in Customer Management.

1. Name - search by name

2. Include Inactive - check to include inactivated tags

3. Reset - click to reset search parameters

4. Add New Customer Note Tag - click to add a new tag
   

   1. Name - enter tag name

   2. Sort Order - change sort order if needed

   3. Cancel - click to return to the previous screen without saving changes

   4. Save - click to save changes

5. Name - click to sort by name

6. Protected - click to sort by protected status

7. Active - click to sort by active status

8. Pencil - click to edit tag
   

   1. Name - enter tag name

   2. Sort Order - change sort order if needed

   3. Active - toggle active status

   4. Cancel - click to return to the previous screen without saving changes

   5. Save - click to save changes

9. < > - click to scroll through pages