11.3.10. Tags

Tags allow contacts to be organized loosely using various properties. Once tagged, the contact can be filtered using the Tags. OfficeClip allows two levels of hierarchical tagging.

Tags can be accessed by going to the Summary of the Contact Detail. Users who have adequate permission can associate existing tags with a Contact or can create new Tags.

To create new Tags:

To associate a tag with contacts:

  1. Check the appropriate box and click Update Contact.

  1. In the Contact Summary, you will see the tag added.

  2. To edit a tag, click on the Edit button and you can change the tags.

You can also Delete, Modify tag group and Ungroup tags.

  1. To Delete a tag, select the tag you want to delete and click Delete.

  2. To Modify tag group, select the tags you want to change the group for and click Modify Tag Group. Then, enter the Group name you want to associate with your tag and click Save.

  3. To ungroup tags, select the tags you want to ungroup and click Ungroup.