Custom tag category columns help teams quickly identify and filter customers based on structured tag categories, improving visibility and workflow efficiency.
When to Use This
Use custom tag category columns when you want:
Clear separation of tags by category
Faster filtering and scanning of customer data
Improved consistency in customer segmentation
Prerequisites
Before proceeding, ensure that you have made the request to support to add the columns you desire following this article: Requesting Tag Categories as Custom Columns
Tag categories are already created for your company
You have access to the Admin panel
How to Enable the Column in the Customers Table
Go to Customers or Invoices
Select Filters & Columns → Columns.
Enable the newly created custom column.
Once enabled, the column will appear in the table with tags that belong only to the selected category.
