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Tagging contacts / Searching for tags

Tagging contacts / Searching for tags

Owned by Andre de Kock (Unlicensed)
Feb 07, 2019

Problem

  • How do I add tags to contacts in my database?
  • How do I search for contacts with specific tags?

Solution

Please follow the steps below:
  1. Go to the Contacts app

  2. To search for contacts with a specific tag, type the tag name in the search bar and be sure to select "Tags"



  3. To tag a contact, click on one of the cards, edit the record and type the tag name inside the "Tags" field

Contact Support

If none of the solutions solved your issue, please contact us on support@taskflow.co.za and provide us with as much information as possible. Also indicate to us through which articles you have gone through in the troubleshooting guide.


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