Tags

Updated till version 1.5.7

Tags allow you to organize contacts into different groups based on their relationship with you. For example, some contacts may be your friends/family whereas others may be your customers.

All tags are stored under the "Tags" section.

• The number that you can see next to the tag's name, displays the number of contacts under that tag.
• By clicking a tag's name, you can view contacts associated with a tag.

Create a new tag

When you create a new tag for an individual contact it becomes a tag option for all of your contacts.

1. Under the Contacts section, navigate to Contacts.

2. Select one of the following options:

   • Multiple contacts: Check the boxes next to all the contacts you want to add.
   • All contacts: In the top left, click the down arrow and then select "All".

3. Click the tag icon on the right side of the "Profile Information" section that appears.

4. Click + New tag.
5. Type a tag name in the Tag Name field.
6. Click Create.

Apply a tag

If you have already created tags for one contact, you can add them to other contacts.

1. Under the Contacts section, navigate to Contacts.

2. Select one of the following options:

   • Multiple contacts: Check the boxes next to all the contacts you want to add.
   • All contacts: In the top left, click the down arrow and then select "All".

3. Click the tag icon on the right side of the Profile Information section that appears.

4. Select the tag you want to apply to contacts.
5. Click Apply.

Remove a tag from a contact

Remove a tag from your contact doesn't completely remove the tag from your account.

1. Under the Contacts section, navigate to Contacts.
2. Click a required contact's name.
3. Click the pencil icon on the right side of the Profile Information section that appears.
4. Under the "Tags" field, click the cross icon next to the tag you want to remove.
5. Click Update.