The Bulk Action Add Tags feature allows you to quickly assign a tag to multiple Customers or Invoices at once helping you organize and categorize your data efficiently.
Step-by-Step Guide
1. Navigate to the Correct Section
From your Kolleno sidebar, go to either the Customers or Invoices tab depending on where you’d like to apply the tag.
2. Select Your Data
You can select customers or invoices by:
Using filters to refine your data set (Customer Filters guide)
Manually ticking the checkbox next to each record you want to include.
3. Open Bulk Actions
Once your desired records are selected, click Bulk Action icon at the top left.
4. Choose the Bulk Action Type
In the “Property to update / Action to perform” dropdown, select Add tag.
5. Apply Tag
Choose the desired tag from the available list (one at a time):
East Coast
High risk
SME
Then, click Update to apply the selected tag to all chosen customers or invoices.
6. Confirm and Review
Your selected tag(s) will now appear against all chosen customers or invoices. This helps with filtering, reporting, and automating follow-up actions.
For more on managing and understanding tags, see: Tags in Kolleno.