How to create Tags in AstroContacts and assign to contacts

AstroContacts enables administrators to organize and categorize contacts using Tags. Tags provide an efficient way to group contacts based on departments, projects, locations, roles, or any custom criteria, making it easier to filter, search, and manage contact information. 

Purpose: 

This article explains how to create tags in AstroContacts and assign them to contacts for better organization management. 

Prerequisites:

1. Have administrative access to the AstroContacts portal.
2. Have the necessary permissions to create and manage tags.
3. The contacts to which the tags will be assigned already exist in AstroContacts.

Steps:

How to create a Tag:

1. Log in to the AstroContacts Admin Portal.
2. Navigate to Tag Management.
3. Click Add
   
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4. Enter a Tag Name and provide the required details as below:
   
   
   
   
   
5. Click Save to create the tag.
   
   

Assign a Tag to Contacts

1. Navigate to the Contacts section.
2. Select the contact(s) to which you want to assign a tag and click on “Assign Tag”.
   
   
   
   
3. Select the required tag(s) from the available list.
4. Click Save to apply the changes:
   
   

Conclusion: Creating and assigning tags in AstroContacts helps administrators organize contacts into meaningful categories, making it easier to search, filter, and manage contact information. Proper use of tags improves contact management and enhances overall usability within the application and also on the Astrocontacts console. 

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