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 tagsSelect 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 tagSee 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.