Managing customer source tags

Customer sourcing tags can be used to track how a customer heard about your facility, such as newspaper, word of mouth, the website, etc. They are chosen when adding a new customer record. This can help you discover where your customers are coming from to give you guidance in where to invest your marketing dollars. Over time, your staff may add custom sources manually when adding new customers, so you will want to manage the list to ensure consistency.

  1. In the Data Entry main window click Manage and select Tags to open Manage Tags window.
  2. Click the New Customer Tags tab.
  3. Click the Modify List button to add, edit, delete or reorder source tags. Click Close to save.
  4. Click Close to finish.





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