What is it
Contact tags are customized labels that can be attached to contacts. These tags can also carry contact fields, that can be used while creating a new contact.
Who is it for
Creating contact tags is mostly done by someone who is responsible for the platform (a platform administrator) and users that got permission to do so.
Why use contact tags?
Attaching tags to your contacts can help you and your colleagues to quickly find contacts by filtering by tag. A few examples of contact tags can be: employee, supplier, internal and external. You can create tags as many as needed. Also contacts can have multiple tags.
Another reason to use tags is to quickly add fields to a contact. The Contact module has some standard fields that need to be filled in when creating a new contact. These fields might not always be enough. You can create customized fields and attach them to tags. When you create a new contact and select that tag, these specific fields will show up.
How to create contact tags
- Go to ‘Contacts‘ in the left sidebar and select ‘Manage Contact Tags‘.
- Click on ‘Create‘.
- Enter a suitable name for the tag and click on ‘OK‘.
- The tag has been created.