How to customize and apply Tags
Tags are a quick and simple way to segment or group your contacts. Once a tag is assigned to a contact you can easily search and filter your contacts based on tags for a fast and efficient way to work with a selected group of contacts.
Add/Edit/Remove Tags
Add Tags | Edit Tags | Remove Tags |
Add Tags
Notes:
- You can also create new tags when:
- Selecting multiple contacts in bulk and assigning a new tag → select + Create "new tag".
- Opening a Contact profile > click on Tags → start typing a new tag name and hit Enter on your keyboard to save it.
- Importing new contacts to the CRM.
- Here you also have the option to add this tag to a group, by toggling the slider.
Note: You can search for existing tags by expanding the Tags dropdown from the Action Stream or Contacts page and using the Search tags... box.
Edit Tags
Note: Here you also have the option to add this tag to a group, by toggling the slider.
Remove Tags
Delete this tag from:
Notes:
- If you select to delete a tag from all contacts it will also be removed from the CRM.
- Deleting tags does not delete the contacts associated with this tag.
- 200 tags will be displayed in filters and for bulk updates. However, if you have more than 200 tags these will not be displayed and cannot be selected when filtering or bulk updating.
- Tags over 200 stop being displayed in the Tags filter (left-hand-side) and cannot be selected when filtering or bulk updating.
Remove unused Tags
Tags are an efficient way to segment your database but if you keep adding and removing contacts, you might notice that some tags are no longer used. Unused tags clutter the interface and can slow down your work.
In OnePageCRM, there is an easy way to remove all unused tags in one setting.
From the Action Stream page or the Contacts page → hover with the cursor over Tags in the left-hand side menu → click on the 3-dots menu → select Remove unused tags from the dropdown.
Notes:
Create a Tag Group
You can easily categorize your tags by sorting them into groups.
Add Tag Groups
Notes:
- You can create a new tag and assign it to a group.
- Move an existing tag to a group, by editing it.
Ungroup Tags
From the Action Stream page or the Contacts page → click on the Tags dropdown to expand it and hover over the Tag Group you wish to ungroup → click on the 3-dots menu → select Ungroup from the dropdown.
Rename Tag Groups
Assign/Unassign Tags to contacts
Update the Tags for individual contacts | Update the Tags for contacts in bulk |
Update the Tags for individual contacts
Update the Tags for contacts in bulk
Notes:
- The minus (-) icon indicates that at least one of the selected contacts has this tag assigned.
- The minus (+) icon indicates that all of the selected contacts have this tag assigned.
- If the box is empty it indicates that none of the selected contacts have this tag assigned.
- If you have more contacts than the default number of contacts loaded in your settings, and you want to bulk update all of them, you can do so by clicking on the Select: all # contacts in filter link in the text that appears at the bottom of bulk update menu.
- If a contact is updated as a part of a bulk update, this is not recorded when you run the Last activity filter in Advanced search.
- This update cannot be undone.
- See here the reasons why some of the contacts selected in bulk have not been updated.
Enable/Disable the Tags Sync across all contacts within an organization
You can find all the details on how to sync Tags by default for new organizations here.
Set Tags Sync for individual organizations | Set Tags Sync for multiple organizations in bulk |
Set Tags Sync for individual organizations
Note: Updating the Tags of any contact within the organization will automatically update the tags of the other contacts within the same account.
Set Tags Sync for multiple organizations in bulk
Filter your contacts by their Tags
There are 2 options to filter your contacts by their Status label.
- You can use the predefined filters on the Action Stream or Contacts page in the left-hand side menu → expand the Tags dropdown and select the appropriate one.
- Alternatively, you can create a filter with multiple criteria including Tags.