Matrix for Media

Monarch - Tagging Accounts and Contacts

To view the Account or Contact Profile Page, from the Navigation Panel select Contacts or Accounts.  On these list pages, each account or contact name is hyperlinked to its profile page. After clicking the link, it will load the Profile for that particular account or contact.  Please see the Pod views below as they are a little different within the Contact and Account Pages. 

Contact Profile Page View:

Account Profile Page View:

About Tagging
A Tag is an additional piece of information that you can add to a contact. It is a way to keep track of details about a contact that cannot be captured anywhere else in the profile. For example, you may have several contacts that like the Pittsburgh Steelers football team. You could tag those contacts with 'steelers'. If you wish to take some of those contacts to an upcoming game, you could view the Contacts List and filter by the 'steelers' tag to see the contacts that match that tag.

Add a Tag

When you add a tag, you can search for and select one that you have already used on other contacts. Or, you can create a new one. A tag is meant to be a short keyword about the contact. Please do not type out full sentences for the tag.

  1. In the Tag field, type the first two characters of the tag. A drop list, listing potential matches appears assuming that tag is used in at least one other contact. If the list is too long, you can continue to type in the field to narrow the list.
  2. If you wish to use an existing tag - select it from the list.  If you wish create a new tag - continue to type the tag, ignoring the tags on the list. Then press Enter.
  3. The tag appears in the pod.
Remove a Tag
In the Tags pod, click the [x] locate to the right of the tag.The tag disappears from the pod.
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