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Create contact tags

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.

Example: For each employee a company would like to have an emergency phone number and the language(s) they speak. For this situation a tag ‘Employee’ needs to be created. Also the additional (individual) contact fields ’emergency phone number’ and ‘languages’ need to be created. These fields need to get the tag ‘Employee’. When creating a new individual contact and selecting the tag ‘Employee’ these two fields will be added to the contact form.

How to create contact tags

  1. Go to ‘Contacts‘ in the left sidebar and select ‘Manage Contact Tags‘.
  2. Click on ‘Create‘.
  3. Enter a suitable name for the tag and click on ‘OK‘.
  4. The tag has been created.

Note: The attachment of additional contact fields to a tag needs to be done in the creation process of the contact fields. The contact fields can be edited anytime.
The attachment of contact fields to tag needs to be done in the creation process of a new contact.

Updated on July 20, 2023

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