Applying actions to source tagged customers

In the Manage Tags window you have the option to apply certain actions such as clearing waivers, policies or custom text for any member tagged with a particular source. You can also apply the action to any member who is not tagged with a particular source.

  1. In the Data Entry main window click Manage and select Tags to open Manage Tags window.
  2. Click the Apply Actions To Tagged (or Not) Customers tab.
  3. Select the source.
  4. Use the Select Action dropdown menu to choose which waiver, policy or custom text entries you would like to clear.
  5. Use the Apply To dropdown menu to choose whether you want apply this action to all customers with this source tag or to all customers without this source tag.
  6. Click Execute.
  7. Click Yes to confirm, and then Yes again.
  8. Click Close to finish.

 

 

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