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  • You can choose to change the Status to Unpublished, this means it's not visible on your website and only for you to use internally.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

  • Go to Contacts > Organisations > Tags.
  • Next to the tag, click Edit.
  • Change the Group - you must have some tag groups setup,
  • Click Update.

How do I re-order the tags?

  1. Go to Contacts > Organisations > Tags.
  2. Next to the tag, click Edit.
  3. Click and drag the move icon on the left of each tag to move it up or down.

How do I delete a tag?

  1. Go to Contacts > Organisations > Tags.
  2. Next to the tag, click Delete.
  3. Click Delete.

How do I tag an organisation?

  1. First you must have already set up your tags.
  2. Then go to Contacts > Organisations > Organisations.
  3. Find the organisation, then under More, click Edit.
  4. Scroll down to where it says Tags.
  5. Tick the tags you want to put the organisation in.
  6. Click Update.

How do I tag multiple organisations at a time?

  1. Go to Contacts > Organisations > Organisations.
  2. Next to the organisation, tick the checkbox for all the organisations you want to add to the same tag.
  3. Once you've selected all the organisations you want to tag, click the dropdown menu below the organisation list.
  4. Scroll down to where it says Add to tag.
  5. Choose the tag that you want to add the organisations to.
  6. Click Go.

You can bulk remove tags in the same way, just choose a tag under Remove from tag.

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