There are two ways to add a tag to an individual contact:

Add a tag through the Contacts List

Starting in the Contacts menu:

• Click on the Contact List tab.
• Click on the more icon next to the contact you would like to add a tag to.
• From the options, choose Tags

• In the subsequent pop-up, start typing in your tag. Previously used tags that match your text will be suggested in a dropdown. Either:
  • Select a suggested tag from the dropdown;
  • OR type in a new tag and press Enter to add it.
• Click OK

Add a tag in a contacts profile

Starting in the Contacts menu:

• Click on the Contact List tab.
• If required, search for a contact by clicking on the magnifying glass icon found top right of screen.
• Click on the relevant contact to go into their Contact Profile
• Scroll down the Contact Information page to locate the Tags section.
• Click on the Add New Tag box and start typing in your tag. Previously used tags that match your text will be suggested in a dropdown. Either:
  • Select a suggested tag to add this to the contact;
  • OR type in a new tag and press Enter to add the tag.

Remove a tag

To remove a manually added tag, just click the x next to it within a contacts' profile. *

* Note: Only manually added tags can be removed, system generated or integrated category tags cannot be removed this way.

Add or remove tags for multiple contacts

You can also add or remove tags for several contacts at once. Click here to learn how.