WemoticsDocumentation

Settings

Customer Tags

The Customer Tags section allows you to create color-coded tags, assign them to customers, and use them to organize and filter the customer list.

Tags help you identify customer groups or important circumstances at a glance, for example:

  • VIP customers
  • Companies and vehicle fleets
  • Customers who should be offered an additional service
  • Customers with a payment risk
  • Commercial or returning customers

Open this page by selecting Settings → Customer Tags.

Tags Overview

The top of the page displays:

  • Total tags – the number of tags created in the system.
  • Total assignments – the total number of tag assignments across all customers.

One tag can be assigned to multiple customers, and one customer can have multiple tags.

The table contains the following information:

  • Tag – the tag name and selected color.
  • Customers – the number of customers assigned to the tag.
  • Color – an indicator of the selected tag color.
  • Actions – options for editing and deleting the tag.

Use the Search tags field to find a specific tag quickly.

Creating a Tag

To create a new tag:

  1. 1Click Create Tag.
  2. 2Enter a clear name in the Tag name field.
  3. 3Select a color for the tag.
  4. 4Click Create Tag.

The new tag will appear in the main tag list and become available for assignment to customers on the Customers page.

Use colors consistently so that different customer groups can be recognized at a glance.

Assigning Tags to Customers

Created tags can be assigned to customers on the Customers page. Assigned tags are displayed in the Tags column of the customer record.

A customer can have more than one tag. For example, the same customer can be tagged as both VIP and Fleet / Corporate.

Tags are intended for internal customer organization and are not shown to the customer.

Filtering Customers by Tags

To view customers with a particular tag:

  1. 1Open the Customers page.
  2. 2Click Tags.
  3. 3Select one or more tags.

The customer list will display customers matching the selected tags. This makes it easier to find and work with a particular customer group.

Editing a Tag

To update a tag:

  1. 1Click the edit icon next to the tag.
  2. 2Enter the updated name in the New name field.
  3. 3Select a new color if you also want to change its appearance.
  4. 4Check the result under Preview.
  5. 5Click Save.

The updated name and color will be applied automatically to every customer who already has the tag.

Merging Tags

If multiple tags have the same or a similar purpose, you can combine them into one.

  1. 1Click Merge Tags.
  2. 2Select at least two tags to merge.
  3. 3Under Keep as, select one of the existing tag names or enter a new name.
  4. 4Click Merge Tags.

All assignments from the selected tags will be combined under the resulting tag. Customers assigned to any of the merged tags will remain assigned to the resulting tag.

This option is useful for removing duplicate tags or standardizing tag names.

Deleting a Tag

To remove a tag, click the delete icon next to it.

When a tag is deleted:

  • It is removed from the tag list.
  • It is removed from every customer to whom it was assigned.
  • The customer records themselves are not deleted.

If you want to replace the tag with another one, use Merge Tags to preserve the existing customer assignments.