Growth Power Suites

PLATFORM WORKFLOW

Task Description: Add and Remove a Tag from Contact Details

Objective: To show Organization Admins and Users how to add and remove a tag from the Contact Details Screen

Organization: Under Admin or System User

System Permission Level: System Admin or System User

Step 1

Go to www.growthpowersuite.com and click the green Login button. 

Step 2

Enter your username and password then click the blue Login button. 

Step 3

Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.

Step 4

Click on the Contacts tab in the Module Menu Panel.

Step 5

Select the contact to which you want to add a tag. 

Step 6

After selecting the contact, you will be brought to the contact details screen. Scroll down in the Primary tab to locate the Tags field. 

Step 7

Enter the tag in the Tags text box. When you start typing, pre-existing tags will appear. You can choose existing tags or create new ones. If you want to create a new tag, make sure to click the option that contains the “+” symbol before the tag name.

Step 8

To remove the tag from the contact, click the blue X in the tag bubble. 

NOTE: Removing the tag from the contact will not delete the tag from the system. Deletion of tags must be completed in the Settings module. 

Step 9

If you’d like to add a tag to multiple contacts, return to the contact listing page and select the checkboxes that correspond to your desired contacts. You should see three buttons appear next to the search bar. Click the + button, and a popup will appear for you to add tags to your selected contacts. 

Step 10

Enter the tag in the text box. When you start typing, pre-existing tags will appear. You can choose existing tags or create new ones. If you create a new tag, make sure to click the option that contains the “+” symbol before the tag name. 

Step 11

Once you have entered all the tags, click the Add button to add the tag to your selected contacts.

Step 12

Here, you can see the tags have been added to the contacts. Similar to adding a tag to multiple contacts, you can remove tags from multiple contacts. Select the checkboxes that correspond to your desired contacts. Click the – button, and a popup will appear for you to remove the tags to your selected contacts. 

Step 13

Once you have entered all the tags, click the Remove button to remove the tags from your selected contacts. 

Step 14

You should now see the tags removed from your selected contacts.