A Tag can be added to an Account or Contact from their Profile Page. Please follow the steps below:
1. To view the Account or Contact Profile Page, select Contacts or Accounts from the left-hand navigation panel.
2. Select the name of the Account or Contact to which you'd like to add a tag. After clicking the name, it will load the Profile for that particular account or contact.
3. Go to the Tags pod on the profile page. Please see the Pod views below as they are a little different within the Contact and Account Pages.
- Contact Profile Page View
- Account Profile Page View
4. In the Tag pod, you can use the Search bar to search for and select a tag that has already been used or you can create a new one. A tag is meant to be a short keyword about the contact. Please do not type out full sentences for the tag.
- In the Tag field, type the first two characters of the tag. A drop list, listing potential matches appears assuming that tag is used in at least one other contact. If the list is too long, you can continue to type in the field to narrow the list.
- If you wish to use an existing tag - select it from the list.
- If you wish to create a new tag - continue to type the tag, ignoring the tags on the list. Then press Enter.
5. The tag appears in the pod after it has been added
