> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/leads-prospects-customers/customer-tags.md).
# Customer tags (create, apply, filter)
Label customers with your own tags — VIP, gate codes, do-not-text — and filter Customers, Jobs, and Dispatch by them.
Tags are your own labels for customers — **VIP**, **Gate code**, **Corner lot**, **Do not text** — so you can mark what matters to your business and find those customers anywhere. [Open Tag settings →](https://shortcutco.com/settings/tags)
## What tags do
* One shared list for your company — create a tag once, use it on any customer
* Power **Tags filters** on Customers, Jobs, and Dispatch
* **Internal only** — customers and crew never see tags (not on proposals, invoices, the customer portal, or the worker app)
## Where tags show up
* **Customer profile** — tag chips next to the **Customer** pill at the top, with a **+** button to add more. (Tags are for customers — leads and prospects don't have them until they become customers.)
* **Estimate builder** — the same tag chips while you're quoting, so notes like **Senior discount** are in front of you when it counts.
* **Customers list** — each row shows a tag pill (up to three names, then **+N**). Add or remove tags right from the row.
* **Jobs list** — job rows show the customer's tags, so you can spot **VIP** work at a glance.
* **Dispatch** — filter the day's plan by tags; saved views remember the filter.
* **Settings → Tags** — the one place to create, rename, reorder, and delete tags for everyone.
## Create and manage tags
{% stepper %}
{% step %}
### Open Tag settings
Open **Settings → Data & Organization → Tags**. [Open Tags →](https://shortcutco.com/settings/tags)
{% endstep %}
{% step %}
### Create a tag
Click **Add new tag**, type a name (up to 60 characters), and press **Enter**. Clicking away saves too; **Esc** cancels. The new tag appears at the top of the list.
Each name can only be used once, ignoring capitals and extra spaces: **VIP** and **vip** are the same tag, so Shortcut won't create a duplicate.
{% endstep %}
{% endstepper %}
Settings → Tags: your shared tag list, with a count of the customers on each tag.
From the same page you can also:
* **Rename:** click the tag, or **⋯ → Edit**. Press **Enter** to save or **Esc** to cancel. The new name updates everywhere the tag is used: every customer, every list, every filter.
* **Reorder:** drag a tag by its handle. This order is for your Tags page only. Everywhere you pick or filter by a tag, tags are listed alphabetically.
* **See who has it:** the count on the right (**3 customers**) opens Customers filtered to that tag. So does **⋯ → Browse 3 customers**.
* **Delete:** **⋯ → Delete tag**. A tag nobody has goes straight away, and a message like *Deleted tag “VIP”* appears with an **Undo** button. Click **Undo** while it's showing to bring the tag back. If customers have the tag, Shortcut asks first: *This tag is on N customers and will be removed from all of them.* Click **Delete tag** to confirm.
{% hint style="warning" %}
Deleting a tag that customers have removes it from **all** of them and from any filters using it — including saved Dispatch views. That can't be undone; if you delete one by mistake, recreate it and re-apply it.
{% endhint %}
## Tag a customer
{% stepper %}
{% step %}
### Open the tag picker
Three ways in:
* On a **customer profile**, click the **+** next to their tags, beside the **Customer** pill.
* In the **estimate builder**, click **+ Add tag** next to the customer's details.
* In the [Customers list](https://shortcutco.com/customers), click the dashed **+** button on the row.
{% endstep %}
{% step %}
### Pick or create
Type in **Search or create tag…** and click a tag to apply it (a checkmark shows it's on). Click a checked tag to take it off.
If nothing matches what you typed, click **Create "…"** (or press **Enter**) — the tag is created and applied in one step, and it's added to the shared list in Settings for next time.
{% endstep %}
{% endstepper %}
**To remove a tag:** click the **×** on the chip (profile/estimate), hover a name in the row pill (Customers list) and click its **×**, or untick it in the picker.
## Filter by tags
* **Customers** — open the filters, choose **Tags**, and pick one or more. The list shows customers with **any** of the selected tags.
* **Jobs** — same **Tags** filter; jobs match when their **customer** has the tag. Tag the customer once and every one of their jobs is filterable — nothing to set per job.
* **Dispatch** — filter the plan by **Tags** to focus the day (e.g., only **VIP** stops). Saved views keep the tag filter, so a "VIP day" view is one click.
{% hint style="info" %}
Tags and the pipeline views (**All / Needs estimate / Estimate pending / Needs scheduling / Scheduled**) stack: pick a view, then add a tag filter to work one slice — e.g., **Needs scheduling** + **Prepaid**.
{% endhint %}
## Common questions
“Do my customers or crew see tags?”
No. Tags are internal to the office. They never appear on proposals, invoices, the customer portal, or the worker app.
“Who can create and apply tags?”
Admins. Creating, renaming, deleting, applying, and removing tags are all admin actions — workers can't change them.
“Why does the Jobs list show tags I never added to the job?”
Tags live on the **customer**, and every job inherits them. That's the point — tag once, and all of that customer's work is findable.
“What's the difference between tags and the views at the top of Customers?”
Views are Shortcut's pipeline stages (who needs an estimate, who needs scheduling). Tags are **your** labels — anything Shortcut can't know, like **Gate code** or **Slow payer**. Use them together.
{% hint style="info" %}
Still stuck? Email **** with the tag name and a screenshot of what you're seeing.
{% endhint %}
