Set up tags

Manage tags from My Gallery / My collection to organise artworks and contacts using your own criteria.

Tags are part of the general settings of the account. This means the tags you create will be available to the users working in the same gallery or collection.

Which types of tags you can set up

From My Gallery / My collection > Configuration you can manage:

• Artworks tags
• Contacts tags

Tags let you classify information flexibly and then use it to find records, segment contacts or apply internal organisation criteria to artworks.

For example, you can use them to:

• classify artworks by campaigns, art fairs, interests or internal categories;
• segment contacts by interests, profile or type of relationship;
• find records faster using filters or searches;
• apply bulk changes to groups of artworks or contacts

As well as when recording an artwork or a contact, you can add and edit tags from the My Gallery or My collection settings.

Add a tag

1. Click the user menu.
2. Go to My Gallery or My collection.
3. Open Configuration.
4. Select Artworks tags or Contacts tags.
5. Click Add tag.
6. Type the name of the new tag.
7. Save your changes.

Edit a tag

1. Go to Artworks tags or Contacts tags.
2. Find the tag you want to change.
3. Click the pencil icon.
4. Make the changes you need.
5. Save your changes.

Delete a tag

1. Go to Artworks tags or Contacts tags.
2. Find the tag you want to delete.
3. Click the delete icon.
4. Confirm the action if the system asks you to.