Create Tags
Tags let you label and group clients (or tasks) so you can quickly filter and find them. Create them once in Settings, then apply them across your accounts.
Click your profile in the bottom-left of the global navigation bar and choose Settings.
In the settings sidebar, click Tags.
Select the Client tags or Task tags tab, then click Create tag(s).
In the Add Tags dialog, enter a Tag name. Click the + to add more than one at a time.
Click Save — the new tag appears in your list, ready to apply to clients.
Tip: The Count column shows how many records currently use each tag, so you can spot and clean up unused tags.
Important: Deleting a tag will automatically disable any invoice reminders or late fees configured with that tag in your client rules.