Tags enable you to categorize and filter different elements within your trackr iO account. You can add tags to contacts, jobs, pools, products, and users.

With tags you can assign specific attributes or classifications to a contact, job, pool, product, or user. This makes it simpler to sort, filter, and search for pertinent data.

The tags list will show all the tags that you have created including those that were manually entered during a new creation for jobs, contacts, users, pools, or products. Get to know the parts of the tags list here.

1. Search tag field - You can search for the tab directly using the name.
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2. Types drop-down - Filter the tags according to their types. Choosing a specific type will show all the tags created for that element.
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3. Tag details - This field displays the tag ID, Name, Type and the actions available for that tag.

4. Edit a tag - Edit a tag by clicking on the pencil icon. In the edit tag window, you can rename an existing tag and assign it to a different tag type.​

5. Delete a tag - Clicking the red trash icon deletes a tag. When you delete a tag it will also be removed from the contact/job/user/product/pool where you have added it. Deleted tags cannot be restored but can be re-created. Recreating a tag will not automatically re-create the tag to the contact/job/user/product/pool where you created it originally.

Tags can be created and managed by navigating to Setup → Tags.

1. To create a new tag, click on the New Tag button at the upper right-hand corner of the page.​

2. A new window will appear where you must enter the tag name and type.​

3. Click on Save once you are done.

You can also create the tags directly while creating a new contact, job, pool, product, or user. To do this, type the tag name directly into the tags section of the Create New job/contact/pool/user/product page. Hit enter key after every tag you add. When the tag is saved it will appear in the tags list when you go to the Tags page.