You can organize your contacts into groups by applying Tags to contacts and then conducting a search for those Tags to view the grouped Contacts.
You can apply one or more Tags to a contact when you first create the Contact, but you can always add/manage Tags later on using the methods below.
To Add/Manage Tags for a Single Contact:
- Click on "Contacts" in the main navigation bar.
- Find the appropriate Contact and click on them to open their profile.
- Find the "Tags" box in the Contact's profile screen.
- To add a new Tag, click on the "Add" button; select one or more Tags using the dropdown menu; and click "Save".
- To remove a Tag, click on the "x" symbol to the right of the Tag.
To Add Tags to Multiple Contacts:
- Click on "Contacts" in the main navigation bar.
- Use the checkbox feature to click on the checkboxes next to the Contacts that you want to Tag.
- In the "Available Actions" menu on the left, click on the "Add Tags" option.
- Select one or more Tags using the dropdown menu and click "Save".
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