Contact Management & Tag Categories

Your guide to organizing connections.

👥 The Contact Management Section

The Contact Management section gives you full control of your workspace’s contact data. You can create, edit, view, and delete individual contacts (internal team members or external partners) in the Contacts sub-section, and company profiles in the Companies sub-section. Use the "Published" option to manage their visibility, so franchisees, vendors, consultants, or general contractors can easily search and find what they need. Every creation and update is tracked automatically.

✅ Before you Start

Applies to: Admins and Organization Admins

• Admins: log in with the Admin role and open the Admin space.
• Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.

Then, navigate to the Contact Tag Category section.

🏷️ Manage Tags & Categories

The Settings section has a dedicated sub-section, Contact Tag Category, to organize your tags into meaningful categories. This gives you a structured way to classify your contacts and companies.

Create New Tag Categories

• Click on the New Tag Category option.
• Enter the Category Name and a Description.
• The new category will appear in your list.

Add New Tags to a Category

• Click on an existing Tag Category to view its details.
• Click the New Tag button.
• Add the individual tags that belong to this category.

Edit or Delete Tags

• In a Tag Category’s detail view, find the tag you wish to modify.
• Click the three-dot menu next to the tag.
• Choose to edit its details or delete it.

Edit or Delete Tag Categories

• In the list of Contact Tag Categories, find the category you wish to manage.
• Click the three-dot menu next to the category name.
• Choose to edit the category’s name or description, or delete the entire category.

➕ Now that you've set up your tags, it's time to create your first contact!

• To create your first Internal or External contact, check out this article.
• To create your first Company contact, check out this article.