Contact tags and categories
Tags are used to filter contacts, projects, products and reports.
Tags are not limited per contact, and they can be grouped to make filtering even easier.
Every selected tag will narrow down the list. When you double click a tag box, you can set the not-condition.
Tag selection in the company list:
The filtered list can be bookmarked, so that you won't have to filter it again every time.
Contact categories, tags and relations can be created, modified and deleted under Settings > Site settings > Tags and relations
In order to create a new tag, click Add tag and to create a group, simply click on the Create group button. To modify (e.g. lift from one tag group to another) or delete a tag, click on the name of a tag. Modifying and deleting a tag group can be done the same way.
For example, you can create tags for field of activity, location, language, revenue etc.
Adding categories is also as simple as that. To modify or delete an existing category, click on its name.
A contact can belong to one category at a time.
For example, a company can be a B - Standard client or an N - new, but not both.
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