crm3

Tagging contacts in CRM3® is an easy way to sort and identify contacts in the system that will help you search for and locate them quickly. Tags are either one word or brief notes that describe different associations that you may want to make with that contact in your system so that you can easily search for them or build a Contact Group around that association. You can tag contacts individually or in a bulk operation (multiple contacts at once),

To Tag an Individual Contact

1. Login to CRM3® using your username and password
2. Click the “Contacts” Tab, or alternatively, type the name of the contact to whom you would like to attach a Tag in the search field located in the top right-hand corner of the CRM3® application screen and hit enter.
3. If you clicked the “Contacts” Tab, click the Search button beneath this tab. Type the name of the contact to whom you would like to attach a Tag in the search field and hit enter.
4. From the list of results that appears after using either of the above-mentioned search fields, click the name of the contact to whom you would like to attach a Tag.
5. Locate the “Tags” App at the bottom of the contact record that appears after selecting a contact.
6. In the field at the top of the App, type the word or brief note that will create a relevant associative tag for this contact. If it is a tag that has already been added in the system to another contact, CRM3® will automatically recognize it and list the existing tag beneath the field in which you are typing, in this scenario use the down arrow on your keyboard and hit enter. If you are adding a new tag, simply hit enter once you have finished typing.

To Tag a Group of Contacts

1. Login to CRM3® using your username and password
2. Click the “Contacts” Tab.
3. Click the Groups button.
4. Select the Group you would like to tag in bulk by clicking the radio button located directly to the left of the Group name in your list of groups.
5. From the Group Operations drop-down menu at the top of the screen, select “Tag Contacts.”
6. In the field of the Bulk Tag window that appears, type the word or brief note that will create a relevant associative tag for this contact. If it is a tag that has already been added in the system to another contact or group of contacts, CRM3® will automatically recognize it and list the existing tag beneath the field in which you are typing, in this scenario use the down arrow on your keyboard and hit enter. If you are adding a new tag, simply hit enter once you have finished typing.

To Tag a Multiple Contacts from a General Search

1. Login to CRM3® using your username and password
2. Click the “Contacts” Tab.
3. Click the “Contacts” Tab, or alternatively, type the criteria (eg. Company, City, Province/State, Country) of the contacts to whom you would like to attach a Tag in the search field located in the top right-hand corner of the CRM3® application screen and hit enter.
4. Select the contacts you would like to tag in bulk by clicking the radio button located directly to the left of the Group name in your list of groups. If you want to tag all contacts in the search results, or if you would like to select all contacts in the search, simply click the radio button that appears above all others in the search results (Note: if the Search results are multiple pages long, you will need to click the words “Select All Contacts in the Search” in the yellow message box that will appear).
5. From the Bulk Contact Operations drop-down menu at the top of the screen, select “Tag Contacts.”
6. In the field of the Bulk Tag window that appears, type the word or brief note that will create a relevant associative tag for this contact. If it is a tag that has already been added in the system to another contact or group of contacts, CRM3® will automatically recognize it and list the existing tag beneath the field in which you are typing, in this scenario use the down arrow on your keyboard and hit enter. If you are adding a new tag, simply hit enter once you have finished typing.