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How do I create a new tag?

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You can create new tags in the Tags module or by importing sample via Research/Sample. Instructions below are for creating tags in the Tags module.

  1. Select Program Settings.
  2. Select Tags.

 

  1. Select the contact(s) you want to tag.
  2. Click Tag Contact.

 

  1. The Tag Contact(s) window will appear.

 

  1. In the Select tags box type the new tag.
    • Ensure the new tag doesn't already exist with a different spelling.
  2. Click the Plus sign to create a new tag.

 

  1. Click OK to save.

 

  1. The contact has been tagged.
  2. The new tag will appear in the Assigned Tags view and can be applied to other contacts now.

 

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