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
Contactsfrom the left side menu.Click on the
Contact Namefor existing contacts and for new contacts, select eitherNew PersonorNew Companybuttons.For existing contacts, click on the
Edit Iconnext to theContact Name. Alternatively, hover on theContact NameunderContact list Pageand select theEdit Buttonto edit.On the
Contact Detailpage, click on theTags ButtonunderTags Sectionto 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
Enteron your keyboard to create a new tag. Note that you can click on theDown Arrowto select and apply a color to the tag.
Method 2: Steps to Create New Contacts Tags under Settings
Click on your
User Avatarand selectSettings.Expand
Firm Settingsand click onContact Tags.Add the new contact tag name under the
Tag nameand click on theCreatebutton 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 Avatarand selectSettings.Expand
Firm Settingsand click onContact Tags.Locate the tag you want to delete, and click on the
Trash Icon, and finally, click onYesto confirm.
Steps to Apply Contact Tags to Contacts
To create a new contact, click the
New PersonorNew Companybutton, or to edit an existing contact, click on the contact's name to access their details and click on theEdit Icon. Alternatively, hover on theContactfromContact Listand click on theEdit Button.In the contact details view, locate the
Tags Sectionand 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 2to create new.Click on
UpdateorSave.Once you have either selected an existing tag or created a new one, it will appear as a label in the
Tags sectionof theContact Infoor you can also locate it under theTags Columnof theContact List.
You can apply multiple tags to contacts as well.