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Using Tags

Categorize records in Method:CRM using tags

Updated over a week ago

Tags are a way for you to categorize content with simple keywords. The usefulness in tags is apparent when you need to search your data for commonality. In this way, tags are like “traits”, and you can find related content with the same “trait”.

For example, let’s say you have the following three contacts with the associated tags:

If you were to do a search for all contacts tagged:

  • Local: Amy and David would show up in the search.

  • VIP: Amy and Bob would show up in the search.

  • Local and VIP: Amy would show up in the search.

Furthermore, tags are not restricted to just contacts. You can tag almost anything within Method: activities, opportunities, transactions, to name a few.

NOTE: Tags can only contain alphanumeric characters. You cannot use special characters in tags.

How To Tag Content

Whenever you are editing a record, whether it be a contact, a transaction, or an activity, the tag field is an editable text box where you can type in a tag.

  • Selecting a Tag: When you click in the text box, a list of recent tags will show which you can select. 

  • Creating a new tag - If the tag does not exist, you can type in a new tag, press enter, and the tag will be created. 

  • Searching a tag - If the tag does exist, typing in the tag field acts as searching for the tag. A list of tags that partially match what you have typed will show up. You have the choice of selecting a tag from the list, or creating a brand new tag. 

  • Adding multiple tags - To add multiple tags, press enter after each tab while typing. 

  • Deleting tags - And finally, to remove a tag, click the small x on the tag you wish to delete.

One final thing, tags are auto-saved. As soon as you add or delete a tag to a record, it is applied immediately. You do not need to save the record to confirm the addition or removal of a tag.

How To Manage Tags

To edit tags, click the Manage Tags link in the menu of the tags dropdown.

This will open the right panel a list of the existing tags.

Hovering over each tag will allow you to edit it.

  • Color: clicking the colored square allows you to change the color of a tag. Remember to click the checkmark to accept your change.

  • Rename: You can change the name of the tag by updating it in the textbox.

Selecting the vertical ellipsis [] gives you a few more options:

  • Merge: Combine one tag into another. All records with the previous tag will now be the tag you chose for 'merge into'.

    In the below example, all records tagged with 'loyal' will now be tagged 'VIP'. The 'loyal' tag will no longer exist.

  • Delete: Delete the tag.

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