Tag contacts using words that'll help you keep your database organized and your messages relevant. Revamp CRM's simple yet powerful tagging tool enables you to:

  • Search your contacts quickly and effectively
  • Filter using Tags to export relevant parts of your customers
  • Focus your efforts on a specific segment of clients
  • Send emails to all or parts of your contacts

Add Tag:


You can Tag a contact while you are adding them using these steps: 
Navigate to 'Customers'. Click 'Contacts'.  Click 'Add Contact'. Fill out the Tag field.  Save your Contact.



You can add a Tag to a group of your contacts after they've been saved. 

Navigate to 'Customers'  then to 'Contacts'.
Select the contacts you want to tag from the contacts' main list.  
Click on the Tag button, type in the Tag words then select Add.





Navigate to 'Customers'  then to 'Contacts'.
Select the contacts you want to edit from the contacts' main list.  
Click on the Tag button, type in the Tag words you want to delete then select Remove.





From the Contact Profile you can Add, Edit or Delete Tags.



All you need is to head to Customers > Contacts > Choose your Contact, then in the Tags part Type in the tags you want to add and separate them with "," when you're done click enter.





Custom Fields:



A custom field is any extra or special information that you’d like to track about your clients. Revamp CRM allows you to document more than just a contact's basic info by adding the custom fields that you choose. Our app also allows you to remove unnecessary details by deleting a custom field.


Custom Field types:

- Text: a text field allows you to enter a line of text into the custom field.

- Options list: The options list field allows you to designate choices for a user to select from for this custom field. You'll then be able to select a single choice from this field to apply to a record.


To create a new custom field:

Click on the Gear Icon next to your profile picture then choose Settings. 


When you are directed, choose Contact Custom Fields under the 'Account' section on the left of the screen. 



Add the details you need into a custom field and choose whether to keep it as a Text or Options List permanently. When done, Save the changes. 



To add info to the new custom field on a customer's profile:

Navigate to Customers > Contacts and click on the person's name. On that customer's profile, click on the Pencil Icon next to that person's name. 



Under the contact's image, you'll be able to find the Custom Field you've added.



Voila!

 



Delete a Custom Field:


To delete a Custom Field you've added before, navigate to Contact Custom Fields as shown above. Click on the X on the right of that custom field then Save the changes you've made.



If you navigate to a contact's profile to edit it as shown below, you will find that the Custom Field has been removed.