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Create New Tags

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Tags
  • Licenses: Client Management

Tags are a way for you to label and organize your contacts. Once you've applied a tag to your contacts, you can quickly filter and view all contacts with the same tag. You can create as many tags as you need.

Best Practice: We recommend creating all of your tags in Canopy before importing contacts. This will speed up and clean up your import process.

Create New Tags

1. Click on your profile on the global navigation bar and choose Settings from the pop-out menu.

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2. Click Tags.

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3. Click Add new Tag.

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4. Enter a New tag name in the field provided.

  • If the name already exists, the Add button will remain greyed out.
  • Some suggestions for tags to enter into your system include the following:
    • Services you provide
    • Client’s profession
    • Priority level
    • How you know the person

5. Click Add.

  • To close the window, click cancel.
  • Your new tag will show on the Tags screen.
  • Tag names are listed in alphabetical order.

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