Add, edit, or delete tags for Clients/Partners contacts

CONTENTS

You can add tags to the Clients/Partners contact information to filter contacts by the purpose of contacting or the specific features of Clients/Partners.

Tag types

There are two types of tags: ‘Company tags’ and ‘My tags’.

  • Company tags: Tags that all members can see. The administrator can select ‘Freely by members’ or ‘Only by administrator’ to grant the permission to add, edit and delete company tags. Company tags are displayed as .
  • My tags: Private tags that only you can see. My tags are displayed as . The administrator can decide whether to allow the use of My tags. You will not be able to see My tags if the administrator has set the setting to ‘Do not use’.

Add a tag

Mobile

  1. Tap ‘More’ on the bottom right.
  2. Tap ‘Contacts’.
  3. Tap  on the left.
  4. On the left menu, tap ‘Manage tags’ below the ‘Clients/Partners’ menu.
  5. In the Manage tags screen, select the type of tag you want to manage between ‘Company tags’ and ‘My tags’.
    • Company tags: This is displayed only to the users who are authorized by the administrator to edit or delete company tags.
    • My tags: This is displayed only if the administrator has selected ‘Use’ for My tags.
  6. Tap  on the top right of the Manage company tags or the Manage my tags screen.
    • Tag name: You can enter up to 30 characters.
    • You cannot add tags with the same name under the same type (Company and My tags).

PC Web

  1. Click  on the top.
  2. On the left menu, click  on the right of ‘Clients/Partners’.
  3. In the Settings page, select the type of tag you want to manage between ‘Company tags’ and ‘My tags’.
    • Manage company tags: This is exposed only to the users who are authorized by the administrator to edit or delete company tags.
    • Manage my tags: This is exposed only if the administrator has selected ‘Use’ for My tags.
  4. In ‘Manage company tags’ page, click ‘Add company tag’ on the top right. In ‘My company tags’ page, click ‘Add my tag’ on the top right.
    • Tag name: You can enter up to 30 characters.
    • You cannot add a tag with the same name under the same tag type (Company and My tags).

Edit tags

You can delete tags for Clients/Partners contacts.

Mobile

  1. Tap ‘More’ on the bottom right.
  2. Tap ‘Contacts’.
  3. Tap  on the left.
  4. On the left menu, tap ‘Manage tags’ below the ‘Clients/Partners’ menu.
  5. In the Manage tags screen, select the type of tag you want to manage between ‘Company tags’ and ‘My tags’.
  6. Tapon the right of a list in the Manage company tags or the Manage my tags screen.
  7. Tap ‘Rename’.
  8. Make changes and tap ‘Save’.

PC Web

  1. Click  on the top.
  2. On the left menu, click  on the right of ‘Clients/Partners’.
  3. In the Settings page, select the type of tag that needs to be managed between ‘Company tags’ and ‘My tags’.
  4. Click the ‘Edit name’ on the right side of the tags list in the ‘Manage company tags’ or the ‘Manage my tags’ page.
  5. Rename the tag in the ‘Edit tag name’ layer.

Delete tags

You can delete tags for Clients/Partners contacts.

Mobile

  1. Tap ‘More’ on the bottom right.
  2. Tap ‘Contacts’.
  3. Tap  on the left.
  4. On the left menu, tap ‘Manage tags’ below the ‘Clients/Partners’ menu.
  5. In the Manage tags screen, select the type of tag you want to manage between ‘Company tags’ and ‘My tags’.
  6. Tapon the right of a list in the Manage company tags or the Manage my tags screen.
  7. Tap ‘Delete’.
  8. Read the precautions and then tap ‘Confirm’.
    When you delete a company tag, the tag may be deleted from other members’ lists.

PC Web

  1. Click  on the top.
  2. On the left menu, click  on the right of ‘Clients/Partners’.
  3. In the Settings screen, select the type of tag that needs to be managed between ‘Company tags’ and ‘My tags’.
  4. Click the ‘Delete’ button on the right side of the tags list in the ‘Manage company tags’ or the ‘Manage my tags’ screen, or select multiple tags and then click the ‘Delete’ button on the top left.
  5. Check the alert message, and delete the tag.
    When deleting company tags, the tags can also be removed from the list of other members.

Add tags to a contact

Mobile

  1. Tap ‘More’ on the bottom right.
  2. Tap ‘Contacts’.
  3. Tap .
  4. Tap ‘All’ of the ‘Clients/Partners’.
  5. Tap the name of the contact to add a tag.
  6. Tap    .
  7. Tap ‘Edit’.
  8. Tap ‘Add tags’ and then tags to add. Selected tags are displayed in blue.
  9. Tap ‘Save’ to add tags to a contact.

PC Web

  1. Click  on the top.
  2. On the left menu, click ‘Clients/Partners’.
  3. Click ‘All Contacts’ of the ‘Clients/Partners’ or the tag name with the contact to edit.
  4. Tap a contact to add tags.
  5. In the contact details, clickon the right.
  6. Click ‘Edit’.
  7. Click ‘Add tags’ and then tags to add. Selected tags are displayed in blue.
  8. Click ‘Save’ to add tags to a contact.

Remove tags from a contact

Mobile

  1. Tap ‘More’ on the bottom right.
  2. Tap ‘Contacts’.
  3. Tap .
  4. Tap ‘All’ of the ‘Clients/Partners’.
  5. Tap the name of the contact to remove tags.
  6. Tap    .
  7. Tap ‘Edit’.
  8. Tap ‘Add tags’ and then the tag to deselect. Deselected tags are displayed in grey.
  9. Tap ‘Save’ to remove tags from a contact.

PC Web

  1. Click  on the top.
  2. On the left menu, click ‘Clients/Partners’.
  3. Click ‘All Contacts’ of the ‘Clients/Partners’ or the tag name with the contact to edit.
  4. Click the name of the contact to remove tags.
  5. In the contact details, clickon the right.
  6. Click ‘Edit’.
  7. Click ‘Add tags’ and then the tag to deselect. Deselected tags are displayed in grey.
  8. Click ‘Save’ to remove tags from a contact.

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