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How do I set up Tag Groups in Redtail?

Tag Groups offer an alternative method of putting your contacts into easily accessible groupings that you can return to as needed.  What distinguishes Tag Groups from QuickLists is that the process of adding contacts to or removing contacts from a Tag Group is manual.  Contacts in your Tag Groups, in other words, are handpicked by you to be in that particular group.

The primary reason for handpicking a group would be that there isn’t a search you can run that will pull up that particular group only, i.e. they don’t share a commonality that is only shared among them.  The advantage that Tag Groups offer over QuickLists in some situations is that they are static.  As dynamic as QuickLists may be, sometimes you want particular contacts to remain in a particular group, no matter what other changes you may make to their record.  Tag Groups offer you a way of accomplishing this.

Tag Groups are static groups of clients which you can create within Redtail CRM in order that you might pull up a list of individuals quickly in order to work with them as a group. You can apply a Tag to an individual record or apply a Tag to a group.

Apply Tag to individual:

From your contact's Overview page, scroll down to the Common Tasks area and click Add to Tag Group:

You’ll then see Available Tag Groups (previously created) which you can add the client to or a box where you can create a new Tag Group to which to add them:

Just place a check next to the Tag Group where you want to add the Contact and click Add to Tag Group.  If you selected "Centers of Influence" and "Clients" from the Tag Groups above, you could then go to the Dashboard for this contact and you'd see the following:

Apply Tag to group:

From your Advanced Search page, place checks to the left of the names of the clients that you want to add to your Tag Group:

Then, click Add to Tag Group in the Options pulldown menu to the right of your search results:

You'd then use the same method you used above for adding a single individual to a Tag Group.

Accessing your Tag Groups:

Your Tag Groups are easily accessible under your Contacts --> Tag Groups menu:

From that page, you can see all of your existing Tag Groups, how many contact records have been tagged for each group and the date the group was created:

If you click the Add button, you can create a new Tag Group to add contacts to:

Just give your new Tag Group a name and click Create New Tag Group.

From your main Tag Groups page, you have several options when you right-click on one of your Tag Groups:

Clicking Send to Search will sent everyone in the Tag Group to your Advanced Search page, where you can run Labels, Exports, Mail Merges, Reports or some other Options on that group of contacts.

Clicking Edit Tag Group will allow you to change the Tag Group's Name.

Clicking Delete Tag Group will remove the Tag Group from your database (but won't remove the contacts contained in that Tag Group).

If you click on the name of a Tag Group on this page, its members and the date they were tagged will display beneath your list of Tag Groups:

Right-clicking a member of the Tag Group here will give you the option to remove them from the Tag Group.  Double-clicking their name will take you to their Contact Overview page.

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