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Client tags help you visually identify important data specific to your company at a glance, such as their service level agreement or account manager.

Access the Client Tags Page

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Client Tags Page Client Tags Page

1. From the Ubersmith Dashboard, click Settings.
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   The Ubersmith Settings page appears.
2. From the Clients Settings – Clients section, click Client Tags.
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   The Client Tags page appears.

Complete the Create Client Tag Page

1. From the Client Tags page, click Add New Tag.
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   The Create Client Tag page appears.
2. In the Tag field, enter the name of the tag.
3. In the Color field, enter a six-digit hexadecimal number.
4. In the Important field, select Yes if the tag represents ???
5. Click Save or Save & New.
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Related Topics 

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Related Topics Related Topics

Managing Client Tags