January 1st, 2026
Happy new year! 🎉 We’re kicking off 2026 strong with a brand new update!
You can now add tags to customers as well as reviews, making it easier to organize and segment your customer base while also attributing customer acquisition to specific employees.
To tag a customer, first create a new Customer Tag in Settings > Tags. Optionally assign an icon and color to it. Then, assign the tag to the customer by:
Viewing a customer profile and clicking Edit Customer.
Including a comma-separated list of tag slugs under the tags column in a CSV upload.
Including an array of tag slugs when adding or updating a customer via the REST API endpoint.
Customer tags will be visible on the newly designed customer profile header. Customers can also be filtered on tags using the new Tag filter on the Customers page.
You can now add notes (for internal use only) to your customer profiles. Simply view a customer profile and click Edit Customer. You’ll see a Notes section in the modal. You can also click on the Notes field in the newly designed customer profile header. Like tags, you can add notes 3 ways: manually, via CSV upload using the notes field, or when adding or updating a customer via the REST API endpoint.
You can also filter customers using the new “Has Notes” option on the Customers page, and easily spot customers with notes by the sticky note icon displayed near their name in the list.
Remember, you can always vote on features or suggest your own, here.