Search Tags

We have started to use more tags for Contacts and Accounts.

For example, some of our clients are Tribal Prosecutors.

We don't have a field for that indicator, but want to easily search for any Account with the tag "Tribal".

I can't seem to find an easy way to search by tags?

What am I missing?

Parents
  • ,

    One additional method to easily search by tags is the global search option at the top. When you enter a search term in the global search bar, it will see if there are any tags where there is at least a partial match. If you want to search by that tag, you select it from the matches below your search bar:

    That will then bring the tab into the search criteria and return any results:

Reply
  • ,

    One additional method to easily search by tags is the global search option at the top. When you enter a search term in the global search bar, it will see if there are any tags where there is at least a partial match. If you want to search by that tag, you select it from the matches below your search bar:

    That will then bring the tab into the search criteria and return any results:

Children