Knowledgebase: Properties
Tagging and Color Labeling: How to
Posted by , Last modified by on 10 June 2014 07:02 PM

How to Tag and Color Label your Contacts and Properties


Once you have entered into a Contact or Property file on the right hand side of your screen you will see:
 
Create Tags:
Click into the ‘Tag’ field and start to type your tag then hit ‘Enter’.  You will now see your tags listed in the field
label
Once a tag has been entered, it saves and will appear in the drop down when entering tags in any other file

tags
 
Filter Tags:
1.    To filter your properties or contacts by tags go to the list view

2.    Next Click on the Tag Icon filtertag

3.    Select a ‘Tag’ from the drop down and Realeflow will filter your list based on the selected ‘Tag’

Color Label Your Files:
Once in a Contact or Property file, click on the Color you would like for this file. 

color
After choosing a color you will see the header for your Contact or Property file change to that color.

colorheader

 

Filter Color Labels:
1.    To filter your properties or contacts by Colors go to the list view

2.    Next Click on the Color Label Icon  filtercolor

3.    Select a ‘Color’ from the drop down and Realeflow will filter your list based on the selected ‘Color’

Click here for a video tutorial

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