How can I add a "Pencil" tag to a Customer in Cin7?
You may encounter a scenario where you are unable to find a customer in Pencil but the customer is already in Cin7. This article will show you the exact steps on how to add a "Pencil" tag to a Customer in Cin7.
If the customer you are trying to search in Pencil exists in Cin7 but has no "Pencil" tag, you can manually add a tag to the customer record in Cin 7.
In Cin7, if you go the the Sale icon → Under Search, click on Customers/Credits → Search for customer → on the bottom-right corner, you will see "Tags" where you can select the Pencil tag and Save.