Using tags
As promised, here is another of our ‘top tips’ that we would like to share with you so that you can be sure that you have discovered all of your service’s functionality.
You may have seen the icon but have yet to use it. Tags are an easy way of categorising your contacts.
For example, you may have contacts that are friends, suppliers, customers and staff members. To easily find all your contacts by each of these categories, add the appropriate tag word to your contacts.
Here is an example. Sam has a tag of staff, as seen below:
We did this by clicking on the Tags icon and typing staff, as seen below:
If we want to see all contacts that have a tag of ‘staff’, we click on the tag icon at the default view of our contacts and select the word staff.
To re-set your view of contacts, click on Home. You can choose any tag word that is meaningful to you and your business – so why not have some fun and add a few today.
That’s it for this week. Let us know if you have any questions about tagging or any other area of the service – we really would like to know. Drop us an email: support@icomplete.com.
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