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Organize Contacts Into Groups With AstroContacts Tag Management

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AstroContacts is a centralized contact management tool that allows an end user to have  access to detailed contact profiles of members within an organization. It delivers better employee interaction through seamless contact sharing. An important feature of AstroContacts is Tag Management, it allows users to create controlled contact groups by assigning tags to all the contacts from application’s web console. Tags are simply designed filters that help categorize contacts based on various criteria  such as teams, skills, field of work and location.

Tagging helps define groups, roles, and any other criteria needed to be visible for easier, and more efficient process flow. Once a tag is created and assigned to a contact(s), users can search for and filter contact(s) by those tags. A contact can be assigned multiple tags. Additionally, AstroContacts allows one or multiple tags as default. Default tag(s) would be assigned to a contact as soon as it is created.

Steps to create a Tag

1. Log in to AstroContacts Web Console.

2. Select Account Settings.

3. Select Tag Management.

4. Click Add to create a new tag.

5. Provide following tag information and click Save.

  • Name
  • Details
  • Color

Steps to Assign a Tag

1. Go to Contacts.

2. Select contact(s) that are to be tagged.

3. Click on Assign Tag.

4. Select the tag(s) that you wish to assign to selected contact(s) and click Save.

The selected tag(s) will be assigned to the selected contact(s). Likewise, you can assign desired tags to other contacts as well. Once completed, you can filter contacts based on the tags assigned to them. Multiple tags can be combined with contact types in order to extract a very specific group of contacts.

NOTE: Tag assignment on multiple contacts can be done using the CSV import feature as well.

Updated on July 16, 2020

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