Create and manage tags
Tags are labels that let you categorize records in a module based on certain characteristics. For ex: if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', etc.
Furthermore, you can differentiate the records by assigning each tag a color from the predefined set as you create them. For example, if you have tags like Hot, Warm, Cold in the Contacts module then you can assign colors like red for Hot, Yellow for warm and Blue for cold prospects to differentiate them visually.
Availability
- Available in all paid editions.
- Users with Tags permission enabled in their Profile can create new tags in an org, rename or delete them.
- Users without the Tags permission can only associate/disassociate existing tags to a record.
Adding tags
You can add tags to records in the following ways:
- Tag a specific record.
- Tag records in bulk.
- Tag records during import.
To add tags to a specific record
- Go to the desired module and open the record.
- Select the record to which you would like to add Tags.
- Click the + icon in the Tags section.
- In the Add Tags popup, enter the tags that you would like to add to the selected records.
- Assign a color to the tag if required.
- Click Save.
To add tags in bulk
- Select the records from the module's list view to which you would like to add Tags.
- Click More > Add Tags.
- In the Add Tags popup, enter the tags that you would like to add to the selected records.
- Assign a color to the tag if required.
- Enable the checkbox(if needed) to overwrite existing tags with the new tags that you have entered.
- Click Save.
To add tags during import
You can add tags to the records while importing them. Tags can be added in a separate column in the import file and can be mapped with the Tag field. Or, you can add tags in the last stage of the import process using the Add Tags option. Here, the tags added will be common to all the records in the import file. Read more about importing records here
.
Associate tags to records created via forms
You can associate existing tags to records created via form and the chosen tag will be added to all of the records captured from that form.
- Go to Settings (
)> Forms.
- You will have an option to Add Tags, while creating/editing a Form. Choose Tags based on your requirements and click Save.
Manage Tags
You can rename a particular tag, change it's color, or delete it permanently from a module from the 'Manage Tags' option inside each module.
To edit a tag in a module
- Go to the desired module.
- Click More > Manage Tags.
- Click the edit icon to edit details like tag name and tag color.
- Click Save.
To delete a tag from a module
- Go to the desired module.
- Click More > Manage Tags.
- Click the delete icon if you want to delete the tag.
- Click Save.
Removing tags from a record
Removing a tag will only disassociate it from a record and will not delete the tag permanently from the module.
- To remove tags for a specific record, go to the desired module and open the record.
- In the Tags section, Click the 'x' icon in the tag to remove that tag for the record.
- To remove tags in bulk, select the records for which you would like to remove tags.
- Click More > Remove Tags.
- Select the tags that you would like to remove and click Save.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Android - Create and Manage Tags
Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...iPhone - Create and Manage Tags
Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...Mac - Create and Manage Tags
Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...iPad - Create and Manage Tags
Tags are labels that let you categorize records in a module based on certain characteristics. For example, if you want to categorize contacts based on their relationship with your business, you can use tags like 'customers', 'prospects', 'vendors', ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources