The Task and Contact Tags are different from one another:
- If you add a tag to a Contact it WILL NOT add that tag to any task of that Contact
- If you add a tag to a Task it WILL NOT add that tag to any other tasks for that Contact
- If you add a tag to a Task it WILL NOT add that tag to that Contact
Add a Tag
To organize your contacts into specific groups by tags, you will need to add a tag to your contact(s).
Adding a Tag or Tags to a Single Contact
- Go to the Contacts tab and click on a contact name.
- Locate and click on the Contact Details tab.
- Scroll to the Tags section.
- Click where it says “Add a tag.” Type the name of the tag and press enter. Then “Save.”
- The new tag will appear under the Tags section within the contact page and on the main “Contacts” page under the “Tags” Filters menu options.
Adding a Tag or Tags to Multiple Contacts
Once you’ve added a tag to a single contact and you see it in your Tags list, then you can add it to additional contacts. To add a tag or tags to multiple contacts at a time:
- Go to the Contacts tab.
- Apply any Filters needed to narrow your list if helpful.
- Click the contacts you want to add the Tag to. You can hold the control button down on Windows or the command button down on a mac to selct more than one.
- Click on the Actions button, then Add Tags.
- After you add new tags, they will show up in the Contacts Filters “Tags” List
Remove a Tag
Removing a Tag or Tags From an Individual Contact
- Go to A Contact’s Page, of the person from whom you want to remove a tag.
- Visit the Contacts Details tab.
- Locate the Tag you want to remove and click on the “x” to the right of that tag
Removing a Tag or Tags from Multiple Contacts
- Go to the Contacts tab
- Apply any Filters needed to narrow your list.
- Select the Contacts from whom you want to remove tags (highlighted in gray).
- Click on Actions.
- Select Remove Tag.
- Click on the Name of the Tag you want to remove.
- Say Yes.
Deleting Tags
Unlike removing a tag from an individual contact or multiple contacts, deleting a tag is permanent and will remove the tag from all contacts who have this tag.
- From the Contacts tab, locate the Tags section.
- Click on the X next to the Tag Name you wish to remove.
- The Deleted Tag will be removed from all contacts who had the tag.
Edit or Rename a Tag
To edit a tag name, you will actually need to add a new tag and then remove or delete the old tag.
- Unhide the Contacts Filters menu.
- Under the Tags Section, click on the Tag Name you want to edit.
- Click the checkbox at the top to Select All
- You can see the total number of contacts selected (all contacts that have the tag) to the right of the search menu
The total number of contacts selected corresponds with the Tag highlighted on the left.
- Click on the Actions button.
- Select Add Tags.
- Create a New Tag, i.e., “Wednesday afternoon study,” by typing in the Add a tag space.
- After typing the new tag name, press enter and click on Save.
- To delete the Old Tag i.e., “Wednesday bible study, click the “x” to the right.
- Click to confirm when the Delete Tag pop-up appears to remove it.