Contacts > Tags

Overview

You can add [Tag] to contacts.
You can search contacts by [Tag Search] on your contacts list with the Tags.

Tag type

Tags can be used depending on the application by using the following two types separately.

Tag type Details
Org Tag Shared by all users of the organization.
All users can {[Create] / [Set] / [View] / [Edit] / [Search] / [Remove] / [Delete]}.
Personal Tag You can {[Create] / [Set] / [View] / [Edit] / [Search] / [Remove] / [Delete]} only the created user.
It can not be used by other users.

User Interface / functions

[Create] / [Set] Tag

  1. Click on the contact you want to Tag from the contact list and put it in selected state
  2. Contacts list > [...] > Click [Add Tag]
  3. Select the type ([Org Tag] or [Personal Tag]) of [Tags you want to set]
  4. In the text box, input the name of the Tag you want to set
  5. If there is an existing Tag, select it, otherwise click [Add]
  6. Click [Set]

Viewing Tags that have been set
  1. Select the contacts you want to check the Tag given from the contact list and click [Show details]
  2. Click [Additional] > [Tags]

Tag Search
You can search contacts by [Tag Search] on your contacts list with the Tags.
You can search by combining [Org Tag] and [Personal Tag].
[Simple Search] and [Tag Search] can be executed in combination.
  1. Contacts list > Click [Tag Search]
  2. Select the condition of [Tag Search] you want to use
  3. Select [Tags to use for searching] and click [Search]

Rename Tag
  1. Contacts list> Tag Search > Click [Org Tag]
  2. Select the type ([Org Tag] or [Personal Tag]) of [Tag you want to rename]
  3. Select [Tag to rename] and click [Edit]
  4. Input the name of the Tag after change in the text box and click [Modify]

Remove Tag from contact
  1. Select the contact you want to remove the Tag from contacts list and click [View Details]
  2. Click [Additional] > [Tags]
  3. Click [X] of the Tag you want to remove
  4. Click [Remove]

Delete Tag
  1. Contacts list > Tag Search > Click [Org Tag]
  2. Select the type of [Tag you want to delete] ([Org Tag] or [Personal Tag])
  3. Select the [Tag] you want to delete
  4. Click [Delete]
  5. Click [OK]

The Condition of Tag Search

Condition Detaild
Added All Search for contacts that have all of the selected Tags.
Added one of Search for contacts that have one of the selected Tags.
No Tag Search contacts that are not set [Org Tag] or [Personal Tag].
Exclude Added All Search for contacts "other than" with all the selected Tags attached.
Not added one of Search for contacts that do not have the selected Tags.

Caution Restrictions