Person tags

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?

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

How do I tag a person?

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

How do I tag multiple people at a time?

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

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