How to use tags in the Contacts module? | Online Help - Bigin by Zoho CRM

How to use tags in the Contacts module?

To add a tag name

1. Open the Bigin app on your smartphone.
2. Navigate to the Contacts  module.
3. Select the desired contact record.
4. Tap the Tags  icon that can be found in the middle of the screen.
5. Enter a new tag name > Tap the Add  button > Select a colour.
6. Tap the Tick  icon.

Once the above-mentioned steps are completed, remember to tap the Tick  icon to ensure all changes are saved.

To remove a tag name

1. Select the desired contact record.
2. Tap the Tags  icon that can be found in the middle of the screen.

Next to each tag name, you'll notice a cross  button. Tap on the button to remove a tag name from the Selected Tags list.

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                                                                                                      • Related Articles

                                                                                                      • How to manage tags in the Contacts module?

                                                                                                        To see the existing list of tags 1. Open the Bigin app on your smartphone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Moreicon at the top right of the screen. 5. Select the Manage Tags option. The existing ...
                                                                                                      • How to use tags in the Contacts module?

                                                                                                        To add a tag name 1. Open the Bigin app on your Mac. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Click the Tags icon that can be found in the middle of the screen. 5. Enter a new tag name > Click the Add button > ...
                                                                                                      • How to use tags in the Contacts module?

                                                                                                        To add a tag name 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the Tags icon that can be found in the middle of the screen. 5. Enter a new tag name > Tap the Add button > Select ...
                                                                                                      • How to manage tags in the Contacts module?

                                                                                                        To see the existing list of tags 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the More icon at the top right of the screen. 5. Select the Manage Tags option. The existing list of ...
                                                                                                      • How to manage tags in the Contacts module?

                                                                                                        To see the existing list of tags 1. Open the Bigin app on your iPhone. 2. Navigate to the Contacts module. 3. Select the desired contact record. 4. Tap the More icon at the top right of the screen. 5. Select the Manage Tags option. The existing list ...
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