Create tag groups and tags

Organize events, venues, contacts, media, inventory and messages with tag groups and tags.

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Björn von Känel
Written By Björn von KänelLast updated 19 days ago

Tags help you group and filter records, for example venues by room type. Tags always belong to a tag group of one module.

Who can do this: people with access to Settings → Tags (usually tenant administrators).

  1. Open Settings → Data → Tags. Each module (Events, Venues, Contacts, Media, Inventory, Messages) has its own section; click a section header to open or close it. Tags
  2. Click Add Tag Group, enter a Group Name, choose the Module and click Create Group. Add tag group
  3. Open the group, click Add Tag, type the tag name and click Add. Repeat for more tags. Tags in a group
  4. Click ⋯ on a group to Edit Group or Delete group. Group actions

Good to know

  • Groups marked Protected default (e.g. contact groups Organizations and People) are provided by VenueMaster3000.
  • Once tags exist, the Tags filter and Add tag bulk action in the lists become available.

Related articles Find and filter venues · Find contacts · Add custom fields

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