Adding Tags to a Contact Record

So there are a number of ways that you add Tags to Contact Records. You can add a predefined Rex Tag or an Adhoc Tag to an individual Contact Record.

You can also Mass Assign Tags to Contacts too. 

Adding a System Tag to a Record

1. Open the Contact Record
2. From the right-hand pane, select the Red 'pen' icon next to 'Tags'
3. Click the Grey drop-down box with the 'Tag' symbol
4. Select a Tag from the drop-down
5. This will add the selected Tag to the 'Tags' list
6. Click 'Save Tags'

Adding an adhoc Tag to a Record

1. Open the Contact Record
2. From the right-hand pane, select the Red 'pen' icon next to Tags
3. Free type the Tag name
4. Press enter on your keypad to add the Tag to the list
5. Once adhoc tags have been added, click 'Save Tags'

Mass assigning Tags to multiple Contact Records 

1. Go to the Contacts Module > All Contacts
2. From here you can Filter your Contacts by a specific filter if needed
3. Next, tick the box next to each Contact that you wan to assign a Tag to or you can tick the box at the top of the list to tick for all Contacts
4. Click on Mass Actions > Add Tags
5. Enter the Tag into the field or select a predefined tab by clicking on the Tag Icon
6. Click Add Tags