Viewing Tags

For sorting, organising and grouping records within CRM, you may want to start using tags. Tags are just that, tags/labels that you assign to help sort your records or add additional identifying characteristics. See below how to view tags within the system.

Viewing Tags

There are a few ways you can view tags in CRM. If you’re familiar with the grid view, you may want to view tags on the grid. To add the Tags column to the grid, navigate to the appropriate module of the system (for this example we’ll use tags on a Company record).

Simply hover over any of the column headings and click the small cog icon.

Then click Column Chooser.

From the left-hand box, select the Tags heading. Then click the blue arrow to add the Tags column to the grid. Finally, hit Apply.

You’ll now see that tags are on the grid, easily viewable against all the company/contact records in your system.

You’re also able to view tags on the individual record. Simply click the Company/Contact you want to view to open their record. At the very top you’ll see their tags listed.

Click here to learn about adding and editing tags.

Click here to learn about using tags for filtering and sorting your data.