Version 8.9.3 R1
Organize your contacts and client information faster!!! Now in Agentcis, We have a tag column in the client/contact template where the users can import clients along with Tags, With a couple of tags, you can instantly categorize and label clients for hassle-free searches down the road.
Step 1 - Go to settings.
Step 2 - Select data import.
Step 3 - Select contact.
Step 4 - Click on data import.
Step 5 - Download the template.
You can now view the tag column in the template.