Everything About Tags

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This article shows you how to add, remove, and edit tags for any asset record in karma.

Tags allow you to group contacts, companies, etc., so that you can easily filter for records that meet certain criteria at any point in the future. Tags are a great way to organize records that share commonalities.

Options to Add a New Tag

  • While viewing the list of any asset such as of contact, company, or case, you can write a new tag or select the pre-defined tag in Tags column corresponding to the record for which you want to add. 
  • While viewing the details page of any asset such as of contact, company and case, you can write a new tag or select the pre-defined tag in Tags field. (Please see details of contact for detailed instructions.)
  • While editing the basic and custom details of any asset such as of contact, company and case, you can write a new tag or select the pre-defined tag in Tags field. (Please see edit contact details for detailed instructions.)
  • While using bulk operations for any asset such as of contact, company and case, select Add a Tag option to add a tag for multiple records of asset. You can add a new tag or select the pre-defined tags. (Please see common operations for contact for detailed instructions.)

Options to Remove a Tag

  • While viewing the list of any asset such as contacts, companies, and cases, you can click on  corresponding to name of tag. 
  • While viewing the details page of any asset such as of contact, company and case, you can click on  corresponding to name of tag in Tags field. 
  • While editing the basic and custom details of any asset such as of contact, company and case, you can click on  corresponding to name of tag in Tags field. 
  • While using bulk operations for any asset such as of contact, company and case, select Remove a Tag option to remove a tag from multiple records of asset. (Please see bulk operations for contacts for detailed instructions.)
  • While viewing the list of all tags of specific asset, click on  corresponding to the name of tag that you want to delete. (Please see tag inventory: merge tags for detailed instructions.)

Edit a Tag Name

You can rename the tag for any specific asset. (Please see tag inventory: merge tags for detailed instructions.)

Use Tags to Filter Asset

While filtering any asset, you can see the list of all tags used for all the available records of asset. There are two options to filter the records by tag. (Please see filter contacts for detailed instructions.)

Merge Tags

You can merge the similar tags into a single tag of specific asset. (Please see tags inventory: merge tags for detailed instructions.)

 

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