Using Tags in Contact Manager

Adding meta-data to Contacts and Organisations

Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

Tags are very simple yet powerful way for you to manage and organise your information in Contact Manager. You can add an unlimited number of tags to an Organisation or a Person. A tag can be a single word e.g. ‘favourite’ or a phrase e.g. ‘member of the ACT Group’ and is created when you are editing an organisation or editing a person.

You can add multiple tags, one after the other, separating each one by typing a comma. A comma is the only character that you cannot include within a tag therefore, as it is a delimiter that separates one tag from the next as you create multiple tags. If you only want to create one tag simply type one word or a phrase and type a comma to create it as a tag.

As you type your tag it will automatically suggest existing tags for you - this can be particularly useful if you can't remember whether you previously tagged other schools as ‘secondary school’ or ‘sec school’.

Only Super Users can add brand new Tags, so if you can't find what you need in the list, please speak to your Super User.

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