Frequently Asked Questions
Contact tags and types
What are tags?
Tags are descriptive words that you can assign to a contact record (a person) in Upswing. Tags are like keywords but non-hierarchical. You can assign up to XXX tags to a contact and easily rename or delete them later. Tagging contact names can be a lot easier and more flexible than foisting your contact names into preconceived types.
For example, you can tag a contact record with "golfer" or "401k." Later, when looking for contacts with these assigned words, all you have to do is click on the tag. Also think of tags as a way to group your contact records, beyond types.
How can I find my contacts by tags?
1. Go to the contacts homepage
2. From the Tags menu on the right, select the tag name that you woud like to search by.
How do tag a contact record?
1. Search and find the contact from your contacts homepage.
2. Click on the contact name.
3. Select the "Edit tags" link.
4. From the "Add tags" drop down select the tag you would like to add for the contact record.
5. When your done editing click on the "Done editing" link.
Can I add multiple tag to a contact record?
Yes, you can add as many tags as you would like to a contact record.
How do I delete a tag?
1. Go the contacts page.
2. From the Tags menu on the right, select a tag.
3. Select the "Delete" link.
4. Confirm that you would like to delete the tag, and press on the "OK" button.
How do I edit a tag?
1. Go the contacts page.
2. From the Tags menu on the right, select a tag.
3. Select the "Edit" link.
4. Enter in the new tag name and click on the "Update" button.