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Managing, Creating and Exporting Tags
Managing, Creating and Exporting Tags

How to utilize and create tags to organize your Core Records

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

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 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.

Tag Categories

In addition to grouping records in Crelate by tags, you can also create groups of tags called tag categories. For example, if you find yourself using tags to list the industries that a contact has experience in (e.g. tech, healthcare, etc.) then you might want to create a tag category called "Industry." Your industry tags would then be displayed in a separate group from your generic tags and would have a different color.

Creating tag categories:

Merging and Moving Tags

Admins may combine Tags by using the Merge Tag feature. Tags in the same Tag category may become obsolete and may require updating. Currently, Merge Tag is only available for Tags within the same Tag Category. As the Merge Tag feature is accessible under the Settings section, only Administrators may conduct this operation.

To merge a Tag, navigate to Settings and then click the Tags tile. The Tags slider will appear on the right side of the screen. Select the Tag Category the intended merged Tag is located and then highlight the appropriate Tag in the list. The “Merge Tag” option will appear at the top of the slider.

Clicking Merge Tag will produce the Merge Tag Dialogue window.

The selected Tag will appear in the left lookup field. Click on the right magnifying glass to select the Tag you wish to have merged into the originally selected Tag. Do note that the parent Tag can be changed at any time by clicking on the magnifying glass and selecting a new Tag.

After selecting the appropriate Tag you wish to have merged, click the Merge button. Then refresh your browser. The records with the previously selected merged Tag will now update and show the selected parent Tag.

Users can also Move Tags if they feel a Tag is better suited in one Tag Category over another. To start this process, navigate to Settings and then the Tags tile. The Tags slider will appear on the right side of the screen.

Cycle to the Tag Category the intended Tag is located and then highlight the Tag. The “Move Tag” option will appear at the top of the page.

Click on “Move Tag” and the “Move Tag to Category” dialogue will appear. Click on the Magnifying Glass to pull the list of available Tag Categories to move the Tag. Note that if you wish to move the Tag into the General Category, clear out the textbox.

After you have made your selection, click Move Tag. The dialogue will close and the Tag will now appear under the previously selected Tag Category. Refresh the browser to finalize your changes.

Exporting Tags

It's easier than ever to plan tag cleanup. You can now export your Tag lists from Settings to Excel so you can plan your organization’s tag cleanup.

What's Next?

Need more information on using tags or adding them in bulk? We have you covered below!

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