A tag is like a label. You can tag any of your people as a way of grouping/categorising people together.
How do I add a tag?
- Go to Contacts > People > Tags.
- Click Add.
- Enter a Title.
- You can optionally choose to add this tag to a Tag group.
- Click Add.
How do I group a tag?
- Go to Contacts > People > 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 > People > 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 > People > Tags.
- Next to the tag, click Delete.
- Click Delete.
How do I tag a person?
- First you must have already set up your tags.
- Then go to Contacts > People > People.
- Find the person, then under More, click Edit.
- Scroll down to where it says Tags.
- Tick the tags you want to put the person in.
- Click Update.
How do I tag multiple people at a time?
- Go to Contacts > People > People.
- Next to the person, tick the checkbox for all the people you want to add to the same tag.
- Once you've selected all the people you want to tag, click the dropdown menu below the people list.
- Scroll down to where it says Add to tag.
- Choose the tag that you want to add the people to.
- Click Go.
You can bulk remove tags in the same way, just choose a tag under Remove from tag.