Using Tags With Searches and Reports

You can use Tags as a search parameter when searching for groups of items labeled with the same Tags.

The main overview page for the Events, Leads, Contacts, Proposals, Invoices and Contracts sections all have an Advanced Search feature, and one of the fields in that feature is labeled "That Match Tags." You can click into this field and select one or more Tags that you want to conduct a search for.

For example, say you want to find all Contacts that have been labeled with the Tag "New Lead". You would click in the field labeled "That Match Tags"; select "New Lead"; then click the "Search Now" button to find all the contacts with the "New Lead" tag.

Similarly, when you are running a report, you also can use the "And/Or Contains the Tags" field to run a report that pulls items with a specific Tag or Tags. For example, you can click on the Reports main navigation tab; click on the name of the Report you want to run; click on the "Use Advanced Filters" button; and under the "And/Or Contains the Tags" option, enter the Tags you want to filter for. The report will pull data for only the items with those specific Tags attached to them.