Use tags on contacts

Contact tags let you add complementary information and classify your contacts using more specific criteria.

Add tags to a contact

1. Go to Contacts > List.
2. Create a new contact or open the record of an existing one.
3. In the Tags field, type one or several tags.

4. Save your changes.

   
   

Tags are for creating classifications that are more specific than contact types. For example:

• Contact type: Supplier
• Tags: Printer, insurance, customs

You can add as many tags as you need. You can then use them to find contacts more precisely.

How to write several tags

The comma separates different tags. For example:

• Printer, insurance, customs

  
  

If you want several words to form part of the same tag, write them without a comma. Valid examples:

• International transport
• Artwork insurance
• Customs handling

Manage the tags available

You can review the contact tags from the gallery settings.

Check the contact tags in use

1. Go to My Gallery.
2. Open Configuration.

3. Go to Contacts tags.

   
   

From this section you can review, add or change tags already in use.

Add or change tags in bulk

If you edit tags on several contacts at once, you can choose between two options:

• Add the new tags to the ones the contacts already had.
• Overwrite the previous tags.