Apply Or Remove Tags From A List Of Contact Records

Introduction

You are also able to mass update tags for an entire list of people at one time.

 

Step-by-Step Instructions

  1. Go to CRM > Contacts and select a saved search from the drop-down or enter new search criteria and click on the Search button.

     

  2. Once you have accurate search results, Click on the Actions button and select the Apply/Remove Tag option from the drop-down.

     

  3. Choose the tags using one or more of the following options:

    • Click on the name of a tag to select it.  Hold down the Ctrl key (or Command key on a Mac) on your keyboard to select more than one.
    • Click on an "All Tags" option to apply or remove all of the tags within a tag category. This option will work with all of the current tags in that category, and all of the tags you add to the category in the future.
    • If you don't see the tag you need listed, then click on the Create a new Tag link to add one.  Enter a tag name and select an existing category from the drop-down (or enter a new category in the "other"  field provided) and click on the Create this Tag button.

    Warning!
    When you create a new tag, it will clear any tags you previously selected. You will need to select them again.

     

  4. Click the Save button to save the tag, and then click on the Process Action button.