A Guide to Searching, Filtering, and Tagging Contacts

This article includes step-by-step guides to search, filter, and tag contacts in the Client Manager.

Searching for Contacts

1. Click on the Client Manager tab from the left-side menu bar.
2. Locate and click on the Search Contacts bar.
   
3. In the search bar, enter the contact's name or email address. A list of contacts that match the search criteria will then appear below the search bar.

Filtering a Search

1. Click on the Client Manager tab from the left-side menu bar.
2. Click on the Filter button.
   
3. You will then see the "Advanced Filter" pop-up (screenshot below) which allows you to select your preferred search filters. Once you've made your selections, click on Submit. If you no longer wish to apply filters, click Cancel to go back to the contacts page.

Tagging Contacts

You have the option to add a tag to specific contacts which allows you to group these for quicker access. You can create a tag when adding a new contact or after adding the contact directly from the Contacts overview page.

Adding a tag when adding a new contact:

1. Click on the Client Manager tab from the left-side menu bar.
2. Click on the Add Contact button.
   
3. Once you've entered the contact's details, under the Category section, type in a tag name under the Add Tag box. Then, click Create.
   

Adding a tag from the Contacts overview page:

1. Click on the Client Manager tab from the left-side menu bar.
2. Locate the name of the contact you wish to tag and to the right of this, click on the + Add Tag button.
   
3. Enter your preferred tag name, then, click + Create tag for. Your tag will then be added to the contact.