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How do I add an Interest, Tag and or a Badge to a Contact record?
How do I add an Interest, Tag and or a Badge to a Contact record?

Learn how to add / remove an Interest, Tag or Badge to a contact record.

Joe Jeffries avatar
Written by Joe Jeffries
Updated over a week ago

Go to core.sheepcrm.com and log in to your CRM User account, if not already.

Search and select for the Contact record using the search bar in the top navigation bar

Select View Contact from the pop up contact record

Select Profile from the left hand tabs

Scroll down to Interests, Tags and Badges

Select Actions and choose required action to be taken:

Tags and Areas of Interest can be added to a contact in a similar fashion.

However, while the options for Areas of Interest are controlled from sheepSettings, Tags support dynamic creation and removal.

Creating a tag

To create a new tag, simply start typing, and then select "Create "your new tag" from the dropdown list.

The list of available tags will be updated periodically to reflect your addition

Removing a tag

As the list of available tags is based on all contact records, if you wish to remove a tag from the list, simply remove it from all contacts. This can be easily achieved via a bulk replace from the Contacts Directory:

  • Open the Filter Sidepanel

  • Add "Tags" to your list of columns/filters

  • Filter by the tag you wish to remove

  • Click Apply

  • Click Actions > Replace a field

  • Follow the steps to remove a tag from all records matching the filter

Once you commit your changes, sheepCRM will remove the tag from all matching records.

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