What are person tags?
A tag is like a label or a keyword that describes the person that it is added to. You can tag any of your people as a way of grouping/categorising people together.
A person can have more than one tag. Tags are nonhierarchical but can be grouped together using Tag groups.
How do I add a tag?
Go to Contacts > People > Tags.
Click the Add button in the top right.
Enter a Title.
Optionally, select a Group.
Click the Add button.
How do I edit a tag?
Go to Contacts > People > Tags.
Find the tag you are looking for and click the Edit button in the Options column.
Update the tag's details.
Click the Update button
How do I move a tag?
Go to Contacts > People > Tags.
Find the tag you are looking for and and click and hold the move icon then drag the tag up or down the tag list.
How do I delete a tag?
Go to Contacts > People > Tags.
Find the tag you are looking for and click the Delete button in the Options column.
Click the Delete button.
How do I add tags to a person?
To add a tag to a person, you must have first added at least one tag.
Go to Contacts > People > People.
Find the person you want to add tags to and click on them.
Click the Edit button in the top right.
Tick the Tags you want to add.
Click the Update button.
How do I remove tags from a person?
Go to Contacts > People > People.
Find the person you want to remove tags from and click on them.
Click the Edit button in the top right.
Un-tick the Tags you want to remove.
Click the Update button.
How do I add a tag to multiple people?
Go to Contacts > People > People.
Tick the checkboxes next to the people you want to add a tag to.
Click the drop-down menu below the people list.
Select a tag under the Add tag heading.
Click the Go button.
How do I remove a tag from multiple products?
Go to Contacts > People > People.
Tick the checkboxes next to the people you want to remove a tag from.
Click the drop-down menu below the people list.
Select a tag under the Remove tag heading.
Click the Go button.