Contact Tags in Lawcus allow you to categorize your contacts, making organizing and finding the information you need easier. Let's understand, how to quickly create and apply them to contacts.
Method 1: Steps to Create New Contact Tags under Contacts Page
Click on
Contacts
from the left side menu.Click on the
Contact Name
for existing contacts and for new contacts, select eitherNew Person
orNew Company
buttons.For existing contacts, click on the
Edit Icon
next to theContact Name
. Alternatively, hover on theContact Name
underContact list Page
and select theEdit Button
to edit.On the
Contact Detail
page, click on theTags Button
underTags Section
to view the existing list of contact tags or to add new tags.Select the available tags or click on the search bar if the list is big or to add a new tag.
If a matching tag is not available, click
Enter
on your keyboard to create a new tag. Note that you can click on theDown Arrow
to select and apply a color to the tag.
Method 2: Steps to Create New Contacts Tags under Settings
Click on your
User Avatar
and selectSettings
.Expand
Firm Settings
and click onContact Tags
.Add the new contact tag name under the
Tag name
and click on theCreate
button to save the contact tag.
When you apply a tag from Contacts
section, you have the option to decide the color but when you create it from Settings
, the color will be applied automatically.
You cannot Edit
a Tag directly. Rather, you can Delete and Create
a New Tag.
Steps to Delete a Contact Tag
Click on your
User Avatar
and selectSettings
.Expand
Firm Settings
and click onContact Tags
.Locate the tag you want to delete, and click on the
Trash Icon
, and finally, click onYes
to confirm.
Steps to Apply Contact Tags to Contacts
To create a new contact, click the
New Person
orNew Company
button, or to edit an existing contact, click on the contact's name to access their details and click on theEdit Icon
. Alternatively, hover on theContact
fromContact List
and click on theEdit Button
.In the contact details view, locate the
Tags Section
and click on theTag Button
.If you already have tags created and want to assign an existing one to the contact, type the tag's name in the input field. Lawcus will automatically suggest matching tags as you type. Select the relevant tags to apply.
If the tag you want to use does not exist yet, use
Method 2
to create new.Click on
Update
orSave
.Once you have either selected an existing tag or created a new one, it will appear as a label in the
Tags section
of theContact Info
or you can also locate it under theTags Column
of theContact List
.
You can apply multiple tags to contacts as well.