How to Add Tags to a Customer Record

How to Add Tags to a Customer Record


Add Tags to a Customer Record

This guide provides process for adding tags to customer records, enhancing organization and personalization in customer management. By following the steps, users can efficiently categorize clients based on interests or attributes. This capability can improve targeted marketing efforts and customer engagement, making it a valuable resource for anyone looking to optimize their customer relationship management.

  1. Login to Solatech

  1. If the customer is found on the dashboard, click their name, if searching for a customer, click the "Customers" tab

  1. On the Customer page, click the "Tags" field

  1. Type in the tag label and click "Add New Tag"

  1. Repeat if needed to add multiple tags

  1. To pull a list of any customers that are labeled with a specific tab, navigate to and click the "Customers" tab

  1. Click the "Tags" dropdown button

  1. Select the appropriate tag(s)

  1. Click away to refresh the list and filter to the tags selected

  1. The customers tab will now have a narrowed down showing Customers that all have the same tag label


    • Related Articles

    • How to add a Customer

      How to add a Customer This guide provides a step-by-step process for adding a new customer to the Solatech Focus 2.0 system. To start, navigate and login to the system. From the home page, there are two options to start the process to add a customer, ...

    • How to add customer notes

      Summary Solatech Focus and DOS users can add customer notes to the customer record.  These notes are only visible from within the customer record, and will not print on any output generated from the system. Instructions On the customer details ...

    • How to use the measure sheet to record customer measurements

      Summary Solatech Focus gives user's the ability to capture measurements prior to beginning a quote. This knowledge base article will describe the process of capturing measurements; exporting measurements and importing measurements. It will also ...

    • Changes to customer record and customer list

      Summary Solatech Focus customer records now contain a new field, Customer Name. This change was made in order to implement QuickBooks Online integration. This knowledge base article will describe the changes and how they will affect your customer ...

    • How to record a payment

      How to record a payment This is step-by-step process for recording payments on a new sale making it ideal for users who need to efficiently manage transactions. Navigate to and click on the Sale number to open the Sale record Click on the "Total" ...