Dental Lab Customer & Production Management

Tag Customer

Tag Customer

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Tag Customer

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Usage:        

Tagging a customer is a quick way of highlighting the customers that you may need to work with at a later time. Think of it like small sticky notes that are placed in between document pages for a quick retrieval of those pages when needed.      

Example 1:          

You are working with a customer record and have to jump to another customer to answer the phone, but you need to come back to the account later to complete the task. Simply check this box before switching to the other record.      

Example 2:  

You are browsing through a list of customers and would like to Call, Print Letter, or Email some of them based on a criteria. As you navigate through the records, simply check this box for later retrieval.

 

Navigation: Customer form

You can access the Customer form by:

Clicking on the Customers icon in the left Menu tab.

Navigating to View > Customers.

Pressing the F3 key on your keyboard.

V12 - Tag - navigation

Tagged option

 

hmtoggle_arrow1 What happens after the customer records are Tagged?


 

In addition to viewing the tagged records, you may find the following application useful.

hmtoggle_arrow1 Print a list of my Tagged Customers


hmtoggle_arrow1 Print a label for my Tagged Customers


hmtoggle_arrow1 Create Follow Up Calls


hmtoggle_arrow1 Print Letter:


hmtoggle_arrow1 Send Email:


hmtoggle_arrow1 Other Tag options:


 

See also:

How to create a Customer