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Contact Overview: Tag Groups

Your contact's Overview screen contains a Tag Groups section in the Know Your Client area for the contact. Below is an example of this section: 

This area will display any Tag Groups that the contact is currently a member in. 

The Add button in the upper right corner will allow you to include the contact in additional Tag Groups: 

The Actions menu for Tag Groups displayed on a contact's Overview will allow you to remove the contact from that Tag Group or to view all of that Tag Group's members: 

 

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