Adding Client Tags

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

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

Complete the Create Client Tag Page

1. From the Client Tags page, click Add New Tag. 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.

Related Topics 

Managing Client Tags