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Add contacts to your Tag Groups in bulk

You can learn more about Tag Groups here.  In this post I just want to cover how you would go about adding contacts to a Tag Group in bulk.

From your Advanced Search page, after running a search that will include your desired contacts, place checks to the left of the names of those contacts that you want to add to your Tag Group:


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In the example above, I've run a search that yielded 99 records (only partial results are displayed in the screenshot) — I then selected six of those records that I want to add to a Tag Group.

My next step would be to click Options in the Result Options widget to the right of my search results and then to select Add to Tag Group from that menu:

 

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After clicking Add to Tag Group, I'll then see the Add to Tag Group dialog, where I can add these six contacts to one of my existing Tag Groups or I can create a new Tag Group to which to add them:

 

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To add to an existing Tag Group, or to multiple existing Tag Groups, I would just place checks next to that group or groups and then click Add to Tag Group:

 

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In the above example, once I click Add to Tag Group, these six contacts will be added to the "A clients" and the "New Parents" Tag Groups.

Now, if I want to add these six contacts to a new Tag Group, I'd just type the name of that new Tag Group in the box at the top and click Add to Tag Group at the bottom:

 

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In the above example, I'm accomplishing two tasks at once.  I'm creating a new Tag Group called "B Clients" and I'm adding those six selected contacts to this new Tag Group.

As you can probably see, it's a quick and easy method to group your contacts in ways that can really help streamline the processes in your office.

 

 

 

 

 

 

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