How to tag an individual contact?

 

1. Open up a contact record and click on the Tags green tick button as shown below in red:



2. This brings up the Edit Tags window where you can apply tags or edit the existing tags that have been applied to the contact record.



3. Any tags that have been applied to the contact will be shown as checked in the boxes - such as 'delegate' and 'new-lead' as shown above.

 

Please note you see a text box with an ad-hoc tag 'autumn-2013' this is where you can free type any adhoc tags you wish to automatically tag your contacts.  

 

4. To apply any new tags to your contact just check the box for the relevant tag(s) groups and click on the Update button.

 

5. The new tag(s) selection will then be shown on your contacts record on the business card section - as shown below in red: