Manage Shared Contact Tags

Tags help users segment and color-code contacts across records, lists, filters, and automations.

Entry pointAdmin → Settings → Tags

Who Can Do This

Admins with tag-management access can create and edit the shared tag list. Agents can use tags where their role allows it.

Create or Edit a Tag

1. Open Admin → Settings → Tags.
2. Select New tag.
3. Enter a short Name and choose a Color. Select Save tag.
4. Use Search tags to find an existing tag. Select Edit to change its name or color.
5. Open a contact or list filter to confirm the tag is available.

Before adding a similar tag, search for an existing one. Consistent names make filters and reports easier to use.

Common Issues

Issue	What to check
The tag cannot be saved	Enter a name and check whether an equivalent tag already exists.
A tag is hard to find	Clear Search tags, refresh, and check its exact name.
A tag is absent on a contact	Refresh the contact and confirm your role can edit tags there.

Contact Brixi support if a tag saves but never appears in contact filters after refreshing. Include the tag name and color.