Where: Customer View/Tab
Why: SE can identify Customers/Retailers that are missing recent bookings for reach-out
When a customer meets the conditions of an AutoTag rule you define, SE will tag them automatically. In below example, I have set up a rule where customers will be tagged when their last order of Humin was more than 3 months ago. Because my customer, Selfridges has not ordered Humin within 3 months, an Autotag appears, distinguishable from manual tags because of its green dot.
When a retailer/customer meets the rule conditions of an AutoTag (defined by you), they will be tagged automatically. In the example below, I have set up a rule where customers will be tagged when their last order of (mfr) Humin was more than 3 months ago. Because, Selfridges has not ordered Humin within 3 months, an AutoTag appears, distinguishable from manual tags because of its green dot and grey background.
If this particular customer has been contacted, or this tag is no longer relevant (e.g.; Customer is skipping the season) the tag may be marked as Complete by clicking the X icon. The Completion status can also be undone, brought back to its active state by clicking the ↺
Additionally if the customer places a new order for Humin, the tag will be automatically marked as Complete.
How to use the AutoTag label:
After a Tag is assigned and when a new order (or an existing order is edited) satisfies the condition of the rule, the tag will be greyed-out (change its status from  to ). Reps can also overwrite/toggle the status from  to  (and vice versa) by clicking the X or ↺. An AutoTag in the nd status indicates the customer has met the rep’s expectation.
(1) from the customer tab
(2) click customize-this-view
(3) select the Tags checkbox
(4) click [save selections] button
(5) confirm that the Tags column is visible
Creating an AutoTag rule:
(A) AutoTags appear in the same column as rep-assigned Tags.
To create your 1st rule, click the [AutoTags] icon on the column header.
(H) Click the [Add AutoTag Rule] button and populate (F), the name of the rule and (G), the condition that should trigger the customer getting AutoTagged
Disabling an AutoTag rule:
(E) AutoTag Rules can be disabled by toggling them off. If disabled, existing tags will be removed.
AutoTags appear under the Tag columns. By clicking Here, your showroom can request for the column header caption “Tags” to be renamed to a caption of your own choosing, e.g.; “Leads”, “Targets”, etc.
IF THE TAGS COLUMN IS NOT VISIBLE, use customize this view to enable it.