Filter your contacts dashboard by tag and save your tag filters to make finding specific clients even easier.
Filtering Clients by Tag
You can filter your clients by the tags you've given them from the Contacts Dashboard.
- In the Start filtering by section, click Tags.
- In the Tags section, click the correct option.
- Is any of
- Is not any of
- Is blank
- Has any value
- You can choose between the following options.
- If needed, you can type in a new tag in the Add items textbox.
- The Save Your Group window will pop up.
- If needed, you can select to update an existing group.
- A notification will pop up letting you know your group was created successfully.