Tag categories

Tags: Tag

Use tag categories to organize your tags.

Example tag category names:

  • Customers
  • Prospects
  • Members
  • Events

Table of Contents:

Steps to add Tag Categories

  1. Go to CRM > Settings
  2. Click on Tag Categories in the settings menu

  3. Click on the Add Tag Category button. Note: You can also create a new tag category "on the fly" when adding a new tag.

  4. Enter the category name and description and click on the Save button

  5. (Optional) Click on Delete to remove the tag category permanently.

    Be Careful! When you delete a tag category, it is permanent. The tags assigned to it will be reassigned to the "Unnamed Category." You may want to update existing tags before you delete a tag category.
  6. To assign a tag to a different tag category, find the tag and change the Tag Category drop-down.

View Tags within Tag Category 

  1. Go to CRM > Settings
  2. Click on Tag Categories
  3. Click on a value greater than 0
  4. View the list of tag with the given tag category

Pro tip! Click animated gif to view larger

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