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Tagging Contacts

📽 VIDEO: How to Use Tags

Tags are a great way of organizing your Contacts. You may want to tag all of your contractors, or your Agents that work in a particular city, or your Clients that get this year's Christmas card. Reach offers a flexible way to add arbitrary tags to your Contacts.

Editing Tags on a Single Contact​

  1. In the sidebar, click on Contacts
  2. Select the Contact you wish to edit
  3. Click the Edit button
  4. Find the Tags field and start typing to add a tag (previously used tags will show up as suggestions)
  5. Hit Enter or click to complete the tag
  6. Add one or more tags and click Save

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These tags show up in the following locations:

  • Contacts page
  • Active Clients page
  • Seller information for a Listing
  • Buyer / Seller information for a Transaction
  • Search Results

Add and Remove Tags on Multiple Contacts​

It can be incredibly helpful to edit multiple Contacts at the same time. For example, if you have imported your Contacts from Google, all of your Contacts may have a "Imported on 'Date'" tag that you want removed.

  1. In the sidebar, click on Contacts
  2. Select the Contacts you wish to add or remove tags for by clicking the checkboxes
  3. Click the Edit Tags button
  4. Add any new tags you wish to give to the selected Contacts
  5. Select any existing tags you wish to remove from the selected Contacts
  6. Click OK

Your contacts have been updated with the new tags

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Searching for a Tag​

In addition to searching for a Contact by name, you can also use tags. Whenever you see a list of Contacts that can be searched, you can also use tags to search the results.

You can also use the Search bar in the top banner to search for Contacts by tag.

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