Tags FAQs

Why can I not see my tags in the tag search box?
If you have setup tags then you will only be able to search on your tags once you have applied a tag to a contact record. How do I apply a tag to a contact...
Wed, 20 Feb, 2019 at 3:40 AM
I deleted a tag from the global tags box - but it is still shown when I use the tag search filter why?
This is because you have not removed the tag from the contacts that it is applied to.  The tag is no longer a global tag as you have removed it from the...
Wed, 20 Feb, 2019 at 3:30 AM
Tag search problems - it is displaying a blank box or it just locks up, why?
Best Practices when setting up tag names When creating new tag names we recommend that you use text characters, numbers and hyphens i.e. new-lead.  ...
Wed, 20 Feb, 2019 at 3:26 AM
Can I set up automatic Tag(s) to be added to a new contact that is created manually in my account?
We can set up automatic triggers against a contact that is created manually.  This is a very popular for tracking prospects, sign ups over a time period...
Wed, 20 Feb, 2019 at 3:22 AM
I have removed a tag from a company, however individual people at the company are still tagged with the tag I no longer need - why?
This is because you were working in organisation mode - so you have removed a tag from the main contact at the company but not all the individual people a...
Mon, 17 Apr, 2017 at 5:00 AM
Not all the tags we use are shown inside the Edit Tags window - why is this?
When you click on the 'Tags' button inside a contacts record this is where you can select the tag via the checkboxes as shown in the example below...
Tue, 30 Oct, 2018 at 1:59 AM