How to Add or Remove Tags

How to apply a tag to a single contact record?
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 a single contact record?
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
Tagging contacts individually and in bulk
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 add a tag to contacts in bulk?
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
How to remove a tag in bulk
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...
Thu, 19 Sep, 2019 at 10:18 PM
How to remove tags in bulk from contacts and then delete that tag from the list of tags available
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
How do I apply a tag to an individual person and not the company?
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
Bulk tag contacts from custom field searches
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
How can I replace a tag group no longer needed with a new tag?
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