Using Tags

How to use tags to categorize your records

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Crelate has a powerful feature called Tags that allow you to categorize a Candidate, Company or Job, and use those tags in Find to filter records. The process is the same for all record types, but in this example we'll add tags to a candidate.

Tags are a great way to define a contact based on a skill-set or characteristic that you may not otherwise be able to find on a resume. Because the text of a resume is already searchable, tags offer an additional way to query your database alongside keyword searches. Tags can also offer your 'stamp of approval.' Ie. You find many candidates indicating that they are are a 'sales manager.' However, many candidates use this term loosely and thus when you query your database, you're finding unqualified candidates based on that search. As a result, you may instead wish to use a tag. That way, you may add that 'sales manager' as a tag to show that you've reviewed them and can confirm that they are in fact a 'sales manager.' It will help to side-step a key word search where it may otherwise not pull in the results you'd like to see.

Below, we'll discuss the process of adding tags.

  • On the contact form, click on the tag category that you want to add tags (For more on setup, please navigate here: Managing and Creating Tags)

  • You can type the name of the tag you want to create, or choose from potential matches for the tag name. Alternatively, you can look for an existing tag by selecting the magnifying glass.

  • You can select multiple tags

  • Once your tag is added, click on the Save button at the top.

Adding and Saving a Tag

You may also tag contacts in bulk. From both the Contacts tab as well as search, you may select and tag a group of contacts. You may tag up to 200 contacts at once in bulk.

What's Next?

Want more about tags? Check out more!

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