How To: Create a tag category

Tags are a very easy way to organize records into groups in Crelate. A tag can be any kind of label or grouping you want to apply to one or multiple records. Each record in Crelate can have multiple tags, and Crelate makes it easy to find and search for records by tags.

Tag Categories
In addition to grouping records in Crelate by tags, you can also create groups of tags called tag categories. For example, if you find yourself using tags to list the industries that a contact has experience in (e.g. tech, healthcare, etc.) then you might want to create a tag category called "Industry." Your industry tags would then be displayed in a seperate group from your generic tags and would have a different color. 

Creating tag categories

Now that you have created new tags categories, learn how to Manage Tags here!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk