Crelate has a powerful feature called Tags that allow you to categorize a Candidate, Company or Job, and use those tags in Find to filter records. The process is the same for all record types, but in this example we'll add tags to a candidate.
- On the contact form, click on the tag category that you want to add tags (Note: Setup of Tag Categories is covered here: click here).
- You can type the name of the tag you want to create, or choose from potential matches for the tag name. Alternatively, you can look for an existing tag by selecting the magnifying glass.
- You can select multiple tags
- Once your tag is added, click on the Save button at the top.
Once you have tagged your candidate, you can use FIND to filter candidates by that tag. Directions for using FIND can be fouind here: How to: Use FIND to filter contacts.
You may also tag contacts in bulk.
From both the 'contacts' tab as well as the search you may select and tag a group of contacts.
You may tag up to 200 contacts at once in bulk.