Tagging and Color Labeling: How To

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 ‘Add Tag’ field and start to type your tag then hit ‘Enter’.  You will now see your tags listed in the field.

Once a tag has been entered, it saves and will appear in the drop down when entering tags in any other file

 

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

2.    Next click on the tags drop down menu.

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. 

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

 

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.  

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