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no tags on contacts page

Last post 09-16-2013 10:13 AM by Method_Jason. 2 replies.
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  • 09-16-2013 9:58 AM

    • krp2203
    • Top 200 Contributor
    • Joined on 06-09-2013
    • Round Hill, Virginia
    • Posts 23

    no tags on contacts page

    I want to set up some tags and test mail chimp but iI dont seem to have a way to add tags,  I checked and the page has not been modified it stock

    any ideas would be great.

    Thanks

    Tractors Plus Mobile Service,LLC
    Kenneth R. Parsons, Member
    P.O. Box 481
    Round Hill,Va. 20142
    www.tractorsplus.biz
    703-263-1661
    703-263-1662 (fax)
    Toll free
    866-779-9318
  • 09-16-2013 10:13 AM In reply to

    Re: no tags on contacts page

    It took us a little while to find the tag as well - you have to be in the "add/edit contacts" screen in order to see the tag on the top left. If you are in the customer or lead main screen, go to the contacts tab for that customer and click on "edit contact".

  • 09-16-2013 10:13 AM In reply to

    Re: no tags on contacts page

    Hi Ken, 

    Click here for some great documentation on Tags if you haven't already seen it. You can add/edit tags from the Add/Edit Contacts screen. Simply hover your mouse over the tags icon in the top left corner. See my screenshot below: 

    Jason

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