Tagging Records

Apply custom tags to your Contact, Company, and Coworker records.

Updated over a week ago

In SigParser, you can apply multiple tags to your records to help identify and sort your data.

Adding a Tag Type (Column)

Adding a Tag Type will allow you to create a column in SigParser to display any tags you create.

  • Go to Settings > Groups > Tag Types

  • Select Add Tag Type > Enter a name for your Tag Type

  • Select Add Tag Type


Creating Tags

  • Go to Settings > Groups > All Tags > +Add.

  • Select a Tag Type you'd like to associate with your Tag

  • Enter the values for your Tags. You can enter one or multiple at once

  • Select Add


View Tags

  • Go to the Contacts, Companies, or Coworker pages

  • Select the Column Picker icon > Groups > Select your Tag Type from the list. You can drag and drop to where you'd like it to appear in your Grid View.


Tag Individual Records

  • Select the icon next to a record to apply one or multiple tags

  • Select the from this menu to remove the tag


Tag Multiple Records

  • Select the checkbox next to the records you want to tag > select Update > Add Tag Values > select the Tags you want to apply

  • Select the from this menu to remove the tag

  • See Importing CSV Files with Custom Tags (Values) for more info on bulk tagging


Delete Tags

  • Settings > Groups > All Tags

  • Select the checkbox next to the Tag(s) you want to delete > Update > Delete Values

  • Deleting a Tag will remove it from records it was applied to


Delete Tag Types

  • Settings > Groups > Tag Types

  • Select the checkbox next to the Tag(s) you want to delete > Update > Delete Values

  • If a Tag Type is associated with a Tags, you need to delete the Tags first.

If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.

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