• How to delete duplicate tags

    Before you delete the duplicate tag, we recommend you rename one of the tags to distinguish them and ensure no records are in the list. 1. Rename the duplicate tag Select a company or contact (preferably without a tag) and click ‘Add/Remove Tags’. NOTE: Tags in the Companies module are…

  • How to create and add tags to contacts

    Tags are unique identifiers used to segment Companies or Contacts into lists. For example, you can use tags to create contact lists for your mailouts. Note that tags used in the Contacts module are separate from the Companies module. Go to the Companies module to create company tags. How to create…

  • How to delete a contact

    We do not recommend deleting contact records as they store activities, tasks, appointments, opportunities, documents etc. If a contact left a company, we recommend setting them as ‘Inactive’. Click here to find out how to set contacts as ‘Inactive’. If you have duplicate contacts, you can merge the two records….

  • How to set contacts as inactive

    If a contact leaves a company, you can set them as ‘Inactive’. Go to the ‘Contacts’ module to select the contact and click ‘Edit’. Click on the ‘Inactive’ checkbox and save. If you go back to the main contacts screen, you can find a list of all inactive contacts.

  • How to edit tags

    Go to any contact without a tag and select ‘Add/Remove Tags’. Click on the edit icon next to the available tag. Enter a name and click ‘Save’. Once you edit the tag, click ‘Save’ again to exit.