How to Add Client Tags

Manage client records efficiently

What are client tags?

A tag is a short label you attach to a client record. It's an extra piece of information - one or two words usually - that you can use to quickly sort clients, create segments, and ultimately improve the way you organise information and connect with clients.

Here's an example. Bookstores use tags to classify books based on genre (e.g. mystery, computer, biography). If they didn't use tags, store staff would not know how to shelve books and customers would not know where to find them.

Opening the tag manager

The first step is to open the tag manager. This is where you create, customise, and save tags. Upmind saves your tags, so you can quickly apply them to any client without creating the same tag over and over again.

  1. Log in to your account.
  2. Click Clients on the left menu.
  3. On the next page, click the Clients list menu tab.
  4. Scroll down the list and click a client name.
  5. On the next page, click the empty field under the Overview heading. A pop-up box displays.
  6. Click the Add and manage tags link. The Manage tags panel displays.

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The first time you create a tag, the pop-up box is blank. As you add tags, a list of tag options displays here.

Manage tags linkManage tags link

Manage tags link

Creating a tag

  1. Click Add tag on the Manage tags panel.
Manage tags panelManage tags panel

Manage tags panel

  1. Enter a tag label (only visible to admins and staff).
  2. Add a brief description.
  3. Choose a colour.
  4. Click Create.
Create a tagCreate a tag

Create a tag

Upmind adds the tag to your library. At this point, you can close the panel, add a new tag, or edit a tag.

A finished tagA finished tag

A finished tag

Assigning a tag

So far, you have created a tag. The next step is to assign a tag to a client.

  1. Go back to the Clients list.
  2. Scroll through the list and click a client name.
  3. Go to the tag field under the Overview heading.
  4. Click a tag. Upmind automatically applies that tag to this client. (There is no Save button.)
Select a tagSelect a tag

Select a tag

Checking your tags

Go back to the Clients list page. Upmind shows the tags.

Client tagsClient tags

Client tags

Sorting clients with tags

You can sort the client list with one or more tags.

  1. Go to the Clients list page.
  2. Click the Add filter field at the top of the page.
  3. Click Client tag on the drop-down menu.
Select client tagSelect client tag

Select client tag

  1. On the pop-up window, select a condition.
Set a conditionSet a condition

Set a condition

  1. On the same window, select one or more tags.
  2. Click Apply.
Tag optionsTag options

Tag options

Upmind displays a list of clients that match your condition and tag selection. In this example, we want to see all clients with the VIP or Restaurant tag.

To remove the filter, go to the Add filter field at the top of the page and click the X icon next to the tag names.

Filtered list with tagsFiltered list with tags

Filtered list with tags


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