Applying Tags to Events, Locations, and Contacts
Step 1: Navigate to your 'Events', 'Locations', or a contact record
From the 'Main Menu', navigate to one of your 'Events', 'Location's, or a contact record and expand the 'Tags' section to 'Add/Remove Tags'.
For this example, we will be taking a look at a contact record -
You can add or remove tags from the 'All Details' page or the 'Overview'.
'All Details' page:
'Overview':
Step 2: Search for/Select the tag you want to add
Select the tag you want to add and click 'Save'. If the tag is greyed out, it has been set to 'Searchable Only'.
To remove a tag, simply click the 'x' next to it and click 'Save'.
Can I bulk apply Tags?
Yes! To apply a tag to contact records using the 'Bulk Upload' tool, select the 'Apply Tag' mapping option. Then, select the tag(s) you want to apply and click 'Next'.
Your tag will be applied once you finish and approve the bulk upload.
What else do you need help with?
Navigate back to the Codes and Effort Tracking Resource Index.
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