Add Account/Organization Tags

Account/Organization Tags provide a structured way to categorize and manage organizations effectively. By creating tags with unique names and colors, users can easily classify and filter accounts, improving organizational oversight and enhancing workflow efficiency. This feature is ideal for segmenting organizations based on shared attributes or operational criteria, allowing for more streamlined account management.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Tag Settings.
   
   
   
   
   
   
4. Click Account Tags from the expanded Tag Settings tab to enter the Manage Organization Tags page.
   
   
   
   
   
   
5. Click the blue Add Organization Tag button, where you will be taken to the New Organization Tag page.
   
   
   
   
   
   
6. Fill in the Tag field, choose a Tag Color and click Save.
   
   
   
   
7. You should then be taken back to the Manage Organization Tags page where the customer tag will now be visible.