The following article explains how to use organisation tags in Arlo to easily group and sort your organisations.
In this article:
- Feature overview
- Alternatives to tags
- Add a tag to an organisation
- Add a tag to multiple organisations
- View a list of tagged organisations
- Manage organisation tags (create, delete, and rename)
Feature overview
Organisation tags are keywords or terms that help you describe and categorize organisations.
For example, you can tag your customers as "Customer", your suppliers as "Supplier", your business partners as "Partner", and important customers as "Key Client".
Alternatives to tags
While tags can be very flexible and used for a wide range of purposes, make sure you also consider the other following tools to decide the best solution to meet your requirements.
- Order Flags - Flags allow you to add a special note to a contact or organisation that is displayed when viewing an order associated with the contact. For example, "Felicity has an overdue account", or "DesignQ requires a purchase order on invoices before payment". Learn more about flags.
- Custom Fields - You can create custom fields in your database when you want to capture specific information for a contact during registration or import the information. Learn more about custom fields and the different types of custom fields Arlo supports (e.g. drop-down, radio buttons).
Add a tag to an organisation
The following process describes how to add a tag to an organisation.
- Find and open the organisation you would like to edit.
- Press Tag.
- Enter the name of the tag you would like to add. If the tag already exists it will appear in the menu as you type. Select the tag to add it to the contact. If the tag does not exist, enter the full tag and then press Enter. A new tag will be created and added to the list.
- Press Apply tags.
- Tags will be visible in the organisation record.
Add a tag to multiple organisations
You can add the same tag to multiple organisations from organisation lists.
- Open the Organisations menu.
- Select the organisations you would like to tag by ticking the checkbox in each row.
- Press Actions and select Tag.
- Enter the name of the tag you would like to add. If the tag already exists it will appear in the menu as you type. Select the tag to add it to the contact. If the tag does not exist, enter the full tag and then press Enter. A new tag will be created and added to the list.
- Press Tag organisation.
View a list of tagged organisations
- Open the Organisations menu.
- Enter the name of the tag into the search box. A list of tags which match your search will appear in the menu as you type.
- Select the tag. Only organisations tagged with the tag you have selected will be displayed in the list.
Manage organisation tags (create, delete, and rename)
You can create, delete, or rename a tag from tag management list in your tag settings.
Access organisation tags list
- Open the Organisations menu.
- Press More and select Organisation tags.
Create a tag
- Press Add tag button. A new line will appear at the top of the tag list.
- Enter the name of the tag you would like to create and click Save or just press Enter.
Delete a tag
- Select the tag you would like to delete by clicking on the row.
- Click Delete. Delete Tag window will appear.
- Press Delete Tag.
Rename a tag
- Select the tag you would like to rename by clicking on the row.
- Click Edit.
Hint: Double-clicking the row will also allow you to edit the tag.
- Edit the name of the tag.
- Click Save.