CRM Tags

WebWorkstation

CRM tags are named labels that help your organization group and filter contacts.

Not a zyno.id Keytag

Admin CRM tags are not the physical zyno.id Keytag # on a contact. Tags are shared labels many contacts can share. A zyno.id Keytag is a unique keychain or printed barcode one member scans so staff can open their profile for check-in—see zyno.id Keytags.

Open this page from Admin > ZynoCRM > Tags.

Create a tag

Select Add Tag.
Enter a recognizable name, such as VIP, Wholesale, or Membership: Gold.
Select Create.

Names are unique within your organization's CRM tags. ZynoSuite treats names that differ only by capitalization or punctuation as the same label.

Edit or delete a tag

Select a tag row to rename it. A rename updates the label wherever it is assigned without changing the contacts that carry it.

Deleting a tag removes it from every contact. This action cannot be undone. Remove or replace the tag on contacts first if your team still needs that grouping.

Use tags on contacts

Staff with CRM edit access choose tags in the contact editor. Assigned tags appear in the contact header and the Customers & Contacts list. The list's tag filter narrows the results to contacts carrying one selected label.

Forms and sales workflows can also add configured CRM tags to a contact. Those workflows add labels without removing the contact's existing labels.

CRM Tags ​

Create a tag ​

Edit or delete a tag ​

Use tags on contacts ​

Related ​

CRM Tags

Create a tag

Edit or delete a tag

Use tags on contacts

Related