Tags

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Overview

Tags let you manually group contacts for any reason — people who go on break together, key targets for outreach, volunteers who handed out flyers last week, or any other ad-hoc grouping. Once you create a tag, you can add or remove members, share it with other users, or make it inactive when you’re done.

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The tags table

Click Tags in the left navigation panel to open the tags page. The table is an interactive data grid with sortable, filterable columns: The toolbar includes a New tag button and a Transfer tag button (enabled when you select one or more tags using the checkboxes).

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Create a tag

1. On the tags page, click New tag.
2. Fill in the fields in the dialog that opens:
   • Name — A descriptive name for the tag.
   • Color (Optional): Choose a badge color from the preset palette, or switch to the Custom tab to enter any hex code. Leave blank to derive the color automatically from the tag name.
   • Description — Optional notes about the tag’s purpose.
   • Visibility — Shared (visible to all project users) or Personal (visible only to you).
3. Click Save.

The new tag appears in the table immediately without a page reload.

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Add or remove people

The most common way to add or remove people from a tag is through bulk actions on search results. Search for the contacts you want, select them, and use the Add tag or Remove tag bulk action. See Actions — Add/remove tag for step-by-step instructions.

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View tag members

Click the number in the Records tagged column to view all contacts with that tag. This opens a search results page filtered to show just the tag’s members in a new tab. From the search results, you can apply a layout to see the columns most useful to your work. See Create and save a layout for more on layouts.

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Search for a tag

You can search for a tag by typing list = [name] into the search bar. This returns the contacts who have that tag.

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Edit a tag

1. Click the actions menu () next to the tag name and select Edit.

2. Update the name, color, description, or visibility as needed in the dialog that opens.

3. Click Save.

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Make a tag inactive

If a tag is no longer useful for daily work, you can make it inactive rather than deleting it. Inactive tags are hidden from dropdown menus and navigation, but their members are preserved. Click the toggle in the Active? column to switch the tag between Active and Inactive. The toggle updates immediately without leaving the page. To find inactive tags, use the Active? column filter and select Inactive. You can reactivate a tag by clicking its toggle again.

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Transfer a tag

You can transfer one or more tags to another user. The transferred tag becomes a personal tag owned by that user and disappears from your view.

1. Select the tags you want to transfer using the checkboxes.
2. Click the Transfer tag button in the toolbar.
3. Search for and select the target user.

4. Click Transfer.

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Tags in search results

When a layout includes the Tag lists column, each row shows colored badge buttons for every tag that person belongs to, grouped into Personal tags and Shared tags sections. Tags appear with the most recently assigned first.

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View a tag’s details

Click any tag badge to open a summary card for that tag. The card shows:

• How many contacts are currently assigned to the tag, with a link to view them in a new tab.
• When the tag was created and by whom, and when it was last used.
• When the tag was applied to this specific contact, and by whom (for assignments made after assigner tracking was introduced).

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Add or remove tags from a contact

Users with edit permission see an Add/edit tags… button below the badges in each row. Clicking it opens the tag picker for that contact. The tag picker groups tags into bands: Selected (already assigned), Recently used (your recent tags), Personal (your unassigned personal tags), and Shared (unassigned shared tags). Click a row to assign or unassign a tag. Type in the filter field to search by name. You can also remove a tag by clicking its badge to open the summary card, then clicking Remove tag. A confirmation toast with an Undo button appears so you can reverse the removal within a few seconds.

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Create a tag from search results

To create a new tag directly from the search results page:

• In the tag picker, type a name that does not match any existing tag and press Enter, or click the Add… row that appears below your typed text.
• In a badge’s summary card, click New tag in the top corner.

Both paths open the tag editor where you set the tag’s name, color, visibility, and description. After saving, the new tag is automatically assigned to the contact you opened it from.

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Edit a tag from search results

Click any tag badge to open its summary card, then click Edit tag (non-readonly users only). This opens the tag editor where you can update the tag’s name, color, visibility, or description. Changes apply everywhere the tag appears.

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Expand or collapse badges in a row

If a person belongs to more than 12 lists, the cell shows the first 12 badges and a +N more button. Click +N more to reveal all badges for that row, then click Show less to collapse back.

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Expand or collapse all rows at once

The Tag lists column header includes two icon buttons:

• Collapse all — collapses every row to show only the first 12 badges.
• Expand all — expands every row to show all badges.

Your choice is saved so it persists when you reload the page. Individual rows can still be toggled independently after setting the column-wide default.

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Tag lists in the Quick view

The Quick view panel (opened by clicking the Quick view icon next to a contact’s name in search results) includes a Tags section showing that contact’s tag badges. Users with edit permission see the Tags heading as a clickable button with a pencil icon (). Clicking it opens the full tag picker for that contact (the same picker as the Add/edit tags… button in the search results row). Readonly users see the tags but no edit affordances. Clicking any tag badge in the Quick view opens the same summary card described in View a tag’s details above, with the same Remove tag, Edit tag, and New tag actions available for users with edit permission.

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Delete a tag

1. Click the actions menu () next to the tag name and select Delete.
2. Confirm the deletion in the dialog that appears.