How to Search by Tags

How to use Tag searching
Please click here to watch a short video tutorial on Tag searching.  How to search on Tags 1. Search within contacts via tag search cloud and tag f...
Tue, 8 Dec, 2020 at 12:36 AM
How to use Tag searching and why are some tag names in larger font?
To find contacts in tag groups quickly please follow the step by step guide below: 1. Go to the Contacts screen   2. Select the tag label icon whic...
Mon, 18 Jan, 2021 at 1:44 AM
How do I find contacts that have not been tagged in my account?
1. Go into Contacts sections within your account. 2. From the drop down menu next to Search box click on 3rd one down called Name (no tags) as show...
Mon, 18 Jan, 2021 at 1:45 AM
How do I search contacts but exclude a tag(s) group?
1. Go to the contacts section and click on the Name drop down menu next to search you can see a new search option called Name (exclude tags) as shown in red...
Mon, 18 Jan, 2021 at 1:45 AM
I need to search on a tag group but exclude a tag within that tag group, how do I do this?
The best way to achieve this is by using tags.   For example, search on the 'customer' tag but within this tag group you need to exclude contact...
Mon, 18 Jan, 2021 at 1:46 AM