How do I add tags to a record?

Tags can be used to help organize any of the four record types (job orders, candidates, companies, and contacts). They also aid in searching/filtering.

Edit existing tags and add your own

  1. Go to any of the four record screens listed above.
  2. In the mass action drop down on the top right, which says "X Results" (shown below), select "Add Tags."

  3. On the bottom left corner of the resulting screen click, "Manage Tags."
  4. You can now add tags and categories as well as remove existing ones.

To add tags to multiple records at once

  1. Have the records you would like to tag showing in the results either through creating a list or using a search/filters.
  2. Click the mass action drop down on the top right, which says "X Results" (shown below).

  3. Select "Add Tags."
  4. Check the tags to apply to these records.
  5. Select "Save."

To add tag(s) to a single record

  1. Open the record.
  2. Select the "More" drop down on the top right.
  3. Click "Tag."
  4. Check the tag(s) and save the change.

Keep in mind that if you remove a category, all tags within it will also be removed. Any time you remove a tag, it is also removed from any record that had that tag. The record that contained the tag is not removed.

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