Why it matters
Tags help you categorise and organise contacts in a consistent way. This makes it easier to search, filter, and manage contacts across your organisation.
Key Concepts
Tag: A label applied to contacts to support categorisation and filtering.
Tag colour: A visual identifier used to distinguish tags at a glance.
More options: The menu used to edit or delete an existing tag.
Step-by-Step: Create and Manage Tags
Open Settings in Whippy.
Navigate to Organisation settings, then click Tags.
Review the list of existing tags.
Use search, filters, or sorting to find specific tags.
Click Add new tag in the top-right corner.
Enter a Tag name.
Select a Tag colour from the available options.
Click Save tag to create the tag.
To edit an existing tag, click More options (three vertical dots) on the tag row.
Select Edit tag, then update the tag name or colour.
Click Save tag to apply your changes.
Tips and Best Practices
Use clear, consistent naming conventions for tags.
Avoid creating duplicate tags with similar meanings.
Use tag colours consistently to visually group related tags.
Periodically review and remove unused tags to keep the list manageable.
Troubleshooting
Issue | Possible Cause | Fix |
Cannot find a tag | Filters or search applied | Clear filters or adjust search terms |
Changes not applied | Tag not saved | Click Save tag after editing |
Too many similar tags | Inconsistent naming | Standardise tag names and remove duplicates |
Unable to edit tag | Insufficient permissions | Check organisation role and permissions |