Tags help you organize the contacts, companies, and deals in your CRM. Tags are keywords that you define yourself and assign to contacts, etc. This allows you to categorize and filter them based on criteria you choose.
You can assign and remove tags in various ways.
Assigning and removing tags from individual items
In the detail view of a contact, company, or deal, click “Edit” in the box on the right next to the “Tags” heading. A list of all existing tags will appear, which you can add or remove with a click. If there isn’t a suitable tag yet, you can create a new one.
Add or remove tags from multiple items
If you want to add or remove a tag from multiple items at once—such as contacts—first select the relevant entries in the (filtered, if applicable) contacts list by checking the boxes on the left.
Then click on Actions above the list and then on Tag. Now select either the Add Tag or Remove Tag option and type the name of the corresponding tag in the field below. As you type the first character, the existing tags will be displayed. Select the tag and confirm your action by clicking the button below.
Delete and rename tags
To rename existing tags or to remove them entirely from your CRM, click on “further options” to the right on a list page. Under “Manage your tags,” an overview of all existing tags will appear. Using the buttons at the top of the list, you can limit the displayed tags to contacts, companies, or deals and filter by first letter. When you hover your mouse over a tag in the list, buttons appear on the right that allow you to rename, highlight, or delete it.
Default tags
Some tags are automatically assigned by CentralStationCRM. You’ll find these in the corresponding overviews above the tags you’ve created yourself:
people I follow: Contacts you are currently following
without tags: Pages that have not yet been tagged
(no) tasks: Pages with (no) open tasks
without company: Contacts who have not been assigned to a company
without contact: Companies that have not assigned a contact as an employee
Import tags: Tags that indicate the type and time of import into the CRM
Filter by Tags
You can filter your contacts, companies and deals by tags to display only the content that has a specific tag. To do this, go to the respective list view, where all existing tags are displayed on the right. If you click on a tag, only the contacts that have that tag will be displayed.
If you filter by multiple tags at once by clicking on several of them, you’ll see the entries that have all of these tags. This is known as an “AND” operator.
If, on the other hand, you need an “OR” operator because only one of several criteria needs to be met for the entries in your filter, you must enable “extended Filters” via "further options". You can read more about this in the article, Advanced Filter Functions.
Good to know …
Customizing tag sorting
Tags are displayed in alphabetical order in the right-hand column of the overview pages. If you want particularly important tags to appear at the very top, or if you prefer a grouping other than alphabetical order, you can achieve this by prefixing the tag name with a number or a special character.
For example, !Prio-Customer would then be listed not under P, but above A under !.
So if you don’t want A-Customer listed under A, B-Customer under B, and C-Customer under C, but rather all three in one place, a solution could look like this: $A-Customer, $B-Customer, and $C-Customer.
If you remove a tag from a piece of content that isn’t used anywhere else, it will remain in the tag management section but will disappear from the list view. This means that unused tags are never displayed there.
Tags are created separately for contacts, companies, and deals. For example, if you want to use the tag “Existing Customer” for both contacts and companies, you must create it separately for each category.
How many tags can be assigned?
There is no upper limit on tags. However, you shouldn’t let the number of tags get too large, as this can make things confusing.