Skip to main content

​
What are Contact Tags?

Tags are coloured labels you attach to contacts — “VIP”, “Warm lead”, “Do not contact after 5pm”, whatever helps your team segment and find people quickly. Tags are shared across your whole team: any tag a teammate creates appears in everyone’s tag picker, and renaming or recolouring a tag updates it on every contact that carries it. You’ll find tags in two places on the Contacts page (under Phone System in the sidebar):
  • The Tags column in the contacts table — each contact’s tags show as coloured pills directly in the row.
  • The Tags field in a contact’s detail panel — open any contact to see the same pills alongside the rest of the record.
Both places use the same tag picker, so everything below applies to either.

​
Assigning tags to a contact

Hover over the Tags cell of any contact row (or the Tags field in the detail panel). If the contact has no tags yet, an “Add tags” prompt appears with a small + icon. Click anywhere in the cell to open the tag picker. The picker shows:
  • A search box with the placeholder “Search or create tag…”.
  • A Selected group — tags already on this contact, each with a tick. Click one to remove it.
  • An Available group — the rest of your team’s tags, listed alphabetically. Click one to add it.
  • A Create new tag option at the bottom.
You can toggle as many tags on and off as you like in one visit — there’s no limit to how many tags a contact can carry. Changes save as you click; there’s no separate save button. Two shortcuts outside the picker:
  • Remove inline — every tag pill has an ×; click it to remove that tag from the contact without opening the picker.
  • Create from search — if you search for a name that doesn’t exist yet, the picker offers Create “your text”, which jumps straight to the create form with the name pre-filled.
Any tag you create from a contact’s picker is assigned to that contact immediately. There’s currently no bulk-toolbar action for tagging many selected contacts at once — tags are assigned one contact at a time. To group contacts for calling, use lists instead (see Contact bulk actions). Who can assign tags? You can change tags on contacts you created; the team owner can change tags on any contact. On contacts you can’t edit, the tags display read-only.

​
Creating a tag

Choose Create new tag in the picker (or Create “your text” from the search box). The Create Tag form asks for: Click Create (or press Enter in the name field) to save. A “Tag created successfully” confirmation appears, and the new tag is available to your whole team.

​
Renaming or recolouring a tag

In the tag picker, hover over any tag — selected or available — and click the pencil icon that appears beside it. The Edit Tag form opens with the same Tag name and Color fields, pre-filled with the tag’s current values. Change either, then click Update. Edits are team-wide: the tag’s new name and colour apply to every contact that carries it, for the whole team. The same rules apply as when creating — names are limited to 50 characters and must stay unique within the team.

​
Deleting a tag

Open the tag in the Edit Tag form (pencil icon), then click the red bin button next to Update. Deleting a tag:
  • Removes it from every contact that carries it, across the whole team.
  • Removes it from the tag picker and from the Tags filter options.
There is no confirmation step and the tag cannot be restored from the app, so check the tag’s reach before deleting. If you only want a tag off one contact, click the × on that contact’s pill instead.

​
Filtering contacts by tag

Tags earn their keep in the table filters. On the Contacts page, click the filter icon in the table header (tooltip: Add Filters), click Add filter, and choose Tags as the column. Four operators are available: For contains and not contains, pick the tag from the value dropdown — it lists every team tag by name. Click Apply filters to run the filter; active filters appear as removable badges above the table. Two ways to build on a tag filter:
  • Save it as a view — click Save View to keep the filtered table as a named tab beside All, so “VIP” or “Callback requested” is always one click away. See Contacts overview for how saved views work.
  • Sort the column — the Tags column header sorts contacts alphabetically by their tag names.
One limitation to note: the CSV download from the Contacts table does not include a tags column, so tag data stays inside the app.

​
Next Steps

  • Contacts overview — the Contacts table, saved views, and the detail panel where tags live.
  • Contact records — every field on a contact and how to edit them.
  • Contact bulk actions — act on many selected contacts at once: add to a list, wash against the DNCR, or delete.
  • Lists — group contacts into lists that feed outbound batches.