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Tags and Groups

Everything you need to know about tagging contacts and the tags feature.

How to use Groups

1. Go to Quick Launch and click the Groups button.  2. Create a New Group.  3. Give your group a name and decide the matching characters (all or any) then start to Select a filter.  Note: The following steps will show how to create a tag under the...

How to use Tags

Option 1: Creating tags under the tags feature 1. Go to Quick Launch and select Tags. 2. Create a New Tag.   Option 2: Creating tags under the group feature 1. Go to Quick Launch and click the Groups button.  2. Select New Group.  3. Enter your Gr...

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