This guide explains how to assign, modify, or remove tags associated with a customer, either by working on the individual profile or using bulk actions from the customer list.
Assigning or Removing Tags to the Customer
There are two main ways to manage customer tags: by editing the single customer's profile or by using bulk actions in the general list.
Method 1: Editing the Single Customer
This procedure is ideal for assigning or removing tags for a single customer.
1. Access the Customer List
Navigate to the Customers section of the control panel.
2. Open the Customer Profile
Click on the desired customer's name to open their edit page.
3. Find the Tags Section
In the right sidebar of the edit page, locate the box titled Tags.
4. Assign or Remove Tags
Inside the Tags box, you will find a dropdown menu with multiple options:
- To assign a tag, click on the desired tag to select it.
- To remove a tag, click on the selected tag to deselect it.
(Note: You can select multiple tags simultaneously.)
5. Save Changes
Once you have completed your modifications, click the Save button (usually at the top right) to apply the new tags to the customer.
Method 2: Bulk Actions (From the Customer List)
This procedure is useful for quickly assigning or removing the same tag from multiple customers at once.
1. Access the Customer List
Navigate to the Customers section of the control panel.
2. Select Customers
Use the checkboxes to select all customers to whom you want to assign or remove a tag.
3. Open Bulk Actions Menu
Once customers are selected, click on the bulk actions button (usually a button with an icon or dropdown menu in the toolbar above the list).
4. Choose Desired Action
In the bulk actions menu, choose between:
- Assign Tag (to add a tag).
- Remove Tag (to remove a tag).
5. Select Specific Tag
A submenu listing all available tags will appear. Click on the name of the tag you wish to assign or remove.
6. Confirm Operation
The system will ask for confirmation. Confirm the action to apply changes to all selected customers. You will receive a notification of successful assignment/removal.
