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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 t...

How to remove a tag from an individual contact?   1. Open up a contact record and click on the Tags green tick button as shown below: 2. This bring...

How to tag an individual contact? 1. Open up a contact record and click on the Tags green tick button as shown below: 2. This brings up the Edi...

How to tag contacts in bulk?   1. Go to the contacts icon    2. Change contacts view to List View if not already in this view:    3. Select t...

1. Search for contacts with the tag you wish to remove applied by clicking on the tag label icon inside the main contacts page as shown below: 2. S...

You can now remove tag(s) from your contacts in bulk saving you time instead of having to remove tags on a contact by contact basis please follow the steps...

1. Change to person view rather than your default Organisation view by clicking on the Refine Search icons as shown below:  2. The icon on th...

We now have a new function to allow you to bulk tag contacts from custom field search results. This feature is actioned via a new button which can be s...

Unfortunately you cannot over-write a tag but you can remove tag(s) in bulk from your contacts and apply a new tag instead. The best way to do this woul...