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How to Add Roles and Tags to a Contact
How to Add Roles and Tags to a Contact

Learn how to add roles and tags to contacts in ARTERNAL and create new roles or tags for efficient contact management.

Yujia Zheng avatar
Written by Yujia Zheng
Updated over 2 months ago

You can add roles and tags to contacts and search for contacts based on these tags. Here’s how:

Step 1: Access the Contacts Tab

  • In the left-side bar, select the Contacts tab, then choose the contact you want to add the roles or tags to.

Step 2: Add a New Role or Tag

  • Select Add Role or Add Tag.

  • Choose the desired role or tag from the dropdown menu.

Step 3: Create a New Role or Tag

  • If the role or tag you want to add isn’t in the dropdown, type the new role/tag and hit Enter to create and add it.


Frequently Asked Questions (FAQ):

Q: How do I add a role or tag to a contact in ARTERNAL?
A: Go to the Contacts tab, select the contact, then click Add Role or Add Tag, and choose from the dropdown or create a new one.

Q: Can I add a new role or tag that isn’t already in the system?
A: Yes, type the new role or tag in the field and hit Enter to add it.

Q: How can I search for contacts using roles or tags?
A: After adding roles and tags, you can search for contacts based on these criteria in Filters.

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