Tag Contacts
Tags are quick ways to mark contacts for future recall. You can Search for the tag or Create a group that uses the tag to get a list you need. Click on tab on the Contact Information page to display the following
Type in a Tag Name in the text box provided and click button to add the tag to the list that will be displayed below as shown
If at any point of time you want to delete an existing tag, click on next to the tag, to display the following
You can do one of the following
- When this button is clicked, all changes will be discarded
- When this button is clicked, the selected tag will be removed from the list
Click on icon on the right hand corner of Tag to display a drop down list as shown below
Minimize – this option when selected will hide/unhide all the details below Tags
Help – this option when selected will open a new tab on the current browser and display the help page for Tags
Tag Contacts
If you want to tag a few contacts, check the box next to the Contacts that you want to tag and then select Tag Contacts from the Group Contact Operations as shown below
When you select Tag Contacts from the drop down list, the following is displayed
Type in a Tag Name in the text box provided. If the tag name already exists it is displayed in the form of a drop down. You can either select an existing one or type in a new one. Once this is done, do one of the following
Cancel – when this button is clicked it will discard all changes and will return you back to the previous page
Ok – when this button is clicked it will save the contacts to the Tag name that you had just created with the message displayed as shown
Click to close this window and return to the previous page