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Contact Tags
WebWorkstationMobileContact tags are named labels your organization defines—such as VIP, Wholesale, or Membership: Gold—so staff can group contacts and filter the list.
Not a zyno.id Keytag
Contact tags are not the physical zyno.id Keytag # field. A contact tag is a shared label many people 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.
Administrators create and maintain named CRM tags in Admin > ZynoCRM > Tags. Staff with contact-edit access select those tags in the contact editor.
Apply tags to a contact
- Open a contact and select the contact name or edit icon in Contact Info.
- Select one or more values in Tags.
- Select Save.
Assigned tags appear in the contact header and on the Customers & Contacts list.
Filter by tag
On Customers & Contacts, use the Tag filter (or Advanced) to show contacts that carry one selected label.
Delete a tag (admin)
Deleting a tag in Admin removes that label from every contact. Confirm the tag has no active use before deleting it. For create, rename, and delete steps, see CRM Tags (Admin).