Using a customer query to add a bulk tag

Migration Agent Default

February 12, 2021 07:05

You can use customer queries to look up a group of customers and add a bulk tag, saving you the time of tagging each customer one at a time.

In the Data Entry main window click Reporting and then select Customer Queries to open the Customer Queries window.
Under Constraints select the data you wish to search by. You can search by multiple constraints.
Select the parameters for each constraint selected.
Click the Review Query button to run the report.
Under Save Results, click Add Bulk Tag. Click Yes to confirm.
Enter the tag or choose from the list of recent tags.
Click OK and then Yes to confirm.
Click Close to exit the Customer Queries window.