How To: Add Categories to Customers in TapGoods PRO
In Customer Details, you can add a Category to a Customer. Categories are added to Customers with the purpose of tracking data to pull on Reports. To add a Category to a Customer, navigate to the Customers page, which is located under Contacts on the TapGoods PRO dashboard.
Click on the Customer to navigate to Customer Details.
Once you are in Customer Details, you can add a Category to the Customer by following the steps listed below.
- Click the dropdown arrow next to Categories.
- Click Add New Category.
3. Click on a Category or click Add New Category.
Once a Category has been added to a Customer, the Customer will fall under that Category when a Report is generated with Customer Categories selected.
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