What are organisation tags?

A tag is like a label. You can tag any of your organisations across any categories. When a user clicks on a tag, all the organisations that have this tag will be shown.

How are categories different from tags?

Categories can be nested with sub-categories. Tags have a flat structure, and are meant for labelling organisations across categories. You can however use either to organise your organisations.

How do I add a tag?

  • Go to Contacts > Organisations > Tags.

  • Click Add.

  • Enter a Title.

  • You can optionally choose to add this tag to a Tag group.

  • You can choose to change the Status to Unpublished, this means it's not visible on your website and only for you to use internally.

  • Click Add.

How do I edit a tag?

  1. Go to Contacts > Organisations > Tags.

  2. Find the tag you are looking for and click the Edit button in the Options column.

  3. Update the tag's details

  4. Click the Update button.

How do I change the order of a tag?

  1. Go to Contacts > Organisations > Tags.

  2. Find the tag you are looking for and click and hold the move icon then drag the tag up or down to move it.

How do I delete a tag?

  1. Go to Contacts > Organisations > Tags.

  2. Find the tag you want to delete and click the Delete button in the Options column.

  3. Click the Delete button.

How do I add a tag to an organisation?

To add a tag to an article, you must have added at least one tag.

  1. Go to Contacts > Organisations > Organisations.

  2. Find the organisation you want to add a tag to and click on it.

  3. Click the Edit button in the top right.

  4. Scroll down to Tags.

  5. Tick the tags you want to add to the article.

  6. Click the Update button.

How do I remove a tag from an article?

  1. Go to Contacts > Organisations > Organisations..

  2. Find the organisation you want to remove a tag from and click on it.

  3. Click the Edit button in the top right.

  4. Scroll down to Tags.

  5. Un-tick the tags you want to remove from the article.

  6. Click the Update button.

How do I tag multiple organisations at a time?

  1. Go to Contacts > Organisations > Organisations.

  2. Tick the checkboxes of the organisations you want to add a tag to.

  3. Click the drop-down menu below the organisation list.

  4. Scroll down to Add to tag.

  5. Select the tag you want to add to the organisations.

  6. Click Go.

How do I remove a tag from multiple organisations?

  1. Go to Contacts > Organisations > Organisations.

  2. Tick the checkboxes of the organisations you want to remove a tag from.

  3. Click the drop-down menu below the article list.

  4. Scroll down to Remove tag.

  5. Select the tag that you want to remove from the organisations.

  6. Click the Go button.

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