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- You can choose to change the Status to Unpublished, this means it's not visible on your website and only for you to use internally.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?
- Go to Contacts > Organisations > Tags.
- Next to the tag, click Edit.
- Click and drag the move icon on the left of each tag to move it up or down.
How do I delete a tag?
- Go to Contacts > Organisations > Tags.
- Next to the tag, click Delete.
- Click Delete.
How do I tag an organisation?
- First you must have already set up your tags.
- Then go to Contacts > Organisations > Organisations.
- Find the organisation, then under More, click Edit.
- Scroll down to where it says Tags.
- Tick the tags you want to put the organisation in.
- Click Update.
How do I tag multiple organisations at a time?
- Go to Contacts > Organisations > Organisations.
- Next to the organisation, tick the checkbox for all the organisations you want to add to the same tag.
- Once you've selected all the organisations you want to tag, click the dropdown menu below the organisation list.
- Scroll down to where it says Add to tag.
- Choose the tag that you want to add the organisations to.
- Click Go.
You can bulk remove tags in the same way, just choose a tag under Remove from tag.