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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.