Tagging Contacts

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:

  1. Click on "Contacts" in the main navigation bar.
  2. Find the appropriate Contact and click on the "Open" link for that Contact.
  3. Find the "Tags" box in the Contact's details screen.
  4. To add a new Tag, click on the "+" symbol; select one or more Tags using the dropdown menu; and click "Save".
  5. To remove a Tag, click on the "x" symbol to the right of the Tag.

To Add Tags to Multiple Contacts:

  1. Click on "Contacts" in the main navigation bar.
  2. Use the checkbox feature to click on the checkboxes next to the Contacts that you want to Tag.
  3. In the "Available Actions" menu at the top of the page, click on the "Add Tags" option.
  4. Select one or more Tags using the dropdown menu and click "Save".
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