Knowledge Base - Learning

Not sure how to do something in TouchConvert? This is where we post 'how-to' guides, explainations and answers to our most frequently asked questions.


 

Category: Learning

Adding Tags on Customers for Sorting

Adding Tags on Customers for Sorting

Posted By Dan Carbone
November 16, 2017 Category: Learning

This article covers the proceedure for adding tags on customers records so that you can sort by them and export them into lists. Login to TouchConvert Login to TouchConvert and click on Settings Zoom Contact Attributes Click on Contact Attributes to add new Contact Field Zoom Add a new Field Click on the green plus button to add a new field. Zoom Name the Field Give the new Field a name, such as 'Tags'. You can add other customer Contact Attributes here as well. Zoom New Tags Field is added Now you should see a new "Tags" field. Zoom View any contact you have Click on 'View' next to any contact to see new field. Zoom New Tags Field You'll see your new input field in the contacts area. Zoom Type your Tags Type as many tags for this customer that you need. You don't need to use a comma if you don't want to. These will become search filters later. Zoom Go to Contacts Zoom Turn on the Tags Field Once you are in Contacts, turn on the "Tags" field by clicking on the Columns Dropdown. Click on Columns Check off Tags Click Done   Zoom Tags Column is Visible You'll notice you now have a tags column you can sort by. Notice that the few tags I had typed are in that first contact. Zoom Filtering Certain Contacts 1. Click on the Search Icon 2. Type one of the tag names 3. Click Enter. You'll notice it filters

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