What?

Tags in Nimble are like bookmarks. They allow you to label, group, and identify groups of contacts and activities. They are listed alphabetically in the Contacts tab list view.

Where?

You can create tags in the Contact Record or in the Activities Edit box. 
 

       


   

 

How?

HOW TO - CREATE A TAG:

For Contacts

1. Select the person/company record you want to bookmark

2. Under the person/company name, select Add Tags

3. Enter the tag's name and click Add

You've successfully created a "Group" with this tag. To add other contacts to this group,  follow steps 1 & 2 above and then type in the tag's name you've created. Select the tag in the dropdown. It will automatically add the tag. To view all the contacts in this group, click on the tag.

For Activities/Events

1. Select New Activity under the Activities Tab or under a specific Contact/Company profile

2. Pick Task or Event. Click Show More Options

3. Create or enter a tag name in the "Add tags" field

To view activities/events associated with the tag, go to Activities Tab and at the top right, look for:

"Show activities assigned to:   me   tagged with:  any tag"

Select "any tag" and pick a tag in the dropdown list.

HOW TO - DELETE A TAG: 

For Contacts

1. To remove someone from the group, go to the person/company's record

2. Click Edit Tags and check the tags you want to delete

3. Click on the trash icon.

For Activities/Events

1. Go to Edit mode for your Task or Event

2. Select the "Tags" field and delete the tag

 

HOW TO - REMOVE A TAG FROM A GROUP OF CONTACTS (AND DELETE THAT TAG ENTIRELY):

For Contacts

1. Select the tag you want to remove from the "Tags" list in Contacts tab. All the contacts associated will be listed.

2. On the top right, click on Delete Tag

 

HOW TO - RENAME A TAG:

For Contacts

1. Select the tag you want to rename from the "Tags" list in Contacts tab. All the contacts associated will be listed.

2. Hover over the tag and click on the pencil icon. 

 

             
3. Rename your tag and select the check to confirm. This will change the tag's name for everyone in the group.