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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

Якорь
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 ???

   you want to display the tag in the client bar. Select No if you only want to display the tag in the Tags section in the Client Profile page.

5. Click Save or Save & New.
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Related Topics 

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Related Topics Related Topics

Managing Client Tags

Managing Users