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