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...
Thu, 17 Jan, 2019 at 1:38 AM
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, 29 Jul, 2019 at 2:22 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...
Wed, 20 Feb, 2019 at 3:49 AM
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 ...
Wed, 16 Jan, 2019 at 11:42 PM
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, 29 Jul, 2019 at 2:37 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, 7 Jan, 2019 at 2:17 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...
Wed, 20 Feb, 2019 at 3:46 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 b...
Mon, 17 Apr, 2017 at 4:58 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, 29 Jul, 2019 at 2:43 AM