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.