Tags

Tags serve as a powerful organizational tool, enabling you to efficiently sort and group your contacts according to distinctive attributes or characteristics, streamlining the process of locating them based on particular traits or qualities.

Add New Tags

To enhance organization and categorization, you can add new tags to your contacts. Follow these steps:

1. Navigate to the option in the sidebar.

2. Click in the top right corner.

3. Input the tag name in the Contact Tag window.

4. Click Save to generate the tag.

Add Sub Tags

1. Access the option in the sidebar navigation.

2. Select to open a Contact Tag window for inputting the tag name.

3. Check the box labeled .

4. Another dialog box will appear where you can select the parent tag.

5. Click Save to create the sub-tags effectively.

Edit a Tag

In our product, users are empowered to modify the tags they've created. This functionality enables them to make corrections and fine-tune their tagging system as needed.

1. Click on the edit icon next to the tag you want to edit.

2. Another window will open, allowing you to make modifications to the tag details.

3. Update any necessary details.

4. Click Save to apply the changes.

Delete a Tag

If you no longer need certain tags and want to declutter your system, you can easily remove them. Following these steps:

1. Click on the delete icon next to the tag you want to remove.

2. A Warning screen will appear, asking for confirmation before deletion.

3. Confirm the deletion by pressing the Yes button.

4. The tags will be permanently removed from the system.

For a better understanding of the contact tagging process, please watch this video