How to Add or Remove Tags
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...
Sun, 10 Jan, 2021 at 11:31 PM
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...
Mon, 18 Jan, 2021 at 12:47 AM
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...
Mon, 7 Dec, 2020 at 11:06 PM
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...
Tue, 8 Dec, 2020 at 12:08 AM
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...
Mon, 18 Jan, 2021 at 12:49 AM
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...
Mon, 18 Jan, 2021 at 12:50 AM
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...
Mon, 18 Jan, 2021 at 12:51 AM
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...
Mon, 18 Jan, 2021 at 12:54 AM
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...
Mon, 18 Jan, 2021 at 12:55 AM