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

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

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

Edit tags

You can delete tags for Customers/Clients contacts.

Delete tags

You can delete tags for Customers/Clients contacts.

Related Contents