Start a conversation

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 ‘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’

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Josh Tobias

  2. Posted
  3. Updated