Create Customer Tags

Customer tags let you categorize and segment customers for easier filtering, searching, and management. This guide covers creating, editing, deleting, and using tags.

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Customers can have multiple tags assigned and you can add or update their tags at any time.

## Creating a Tag

1. Log into your Alternative Payments Partner Dashboard

2. Navigate to Accounts Receivable > Customers and select Tag Management

3. Select Create new tag

   
4. Enter the Tag name (required) and Description (optional)

5. Select a Tag color (required) -- every tag must have a color assigned

6. Select the customers you want to apply the tag to, and click Create Tag

   

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Editing a Tag

1. Navigate to Accounts Receivable > Customers and select Tag Management

2. Find the tag you want to edit and click on it

3. Update the tag name, description, or color as needed

4. Add or remove customers from the tag

5. Save your changes

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Deleting a Tag

1. Navigate to Accounts Receivable > Customers and select Tag Management

2. Find the tag you want to delete and select the delete option

3. Confirm the deletion

When you delete a tag, it is automatically removed from all customers that had it assigned. This action cannot be undone.

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Using Tags

Filtering Customers

Once tags are created and assigned, you can use them to filter your customer list. In the Customers view, use the tag filter to show only customers with a specific tag. This is useful for quickly viewing a segment of your customer base.

Auto-Pay Targeting

Tags can be used to target specific groups of customers for Auto-Pay enrollment. Instead of setting up Auto-Pay customer by customer, you can apply it to all customers with a given tag.

See the Setting up Auto-Pay section for more information on using customer tags for Auto-Pay.

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Rules and Constraints

• Tag names must be unique -- you cannot create two tags with the same name

• Name and color are mandatory -- a tag cannot be created without both a name and a color

• Description is optional -- add a description to help your team understand what the tag is for

• Tags apply to active customers only -- tags can only be assigned to customers currently in your dashboard

• Deleting a tag removes it everywhere -- if you delete a tag, it is stripped from every customer that had it

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