To add/create tags on contacts,  login to your LawGro account:

  1. Once logged in, click Main Menu (≡) on the header, then click Settings.
  2. Click Tags under Firm Settings.
  3. Go to Contact Tags section and click + New located at top right of each section.
  4. Enter Name and Description of the Tag.
  5. Click Save.

Once you click Save, the created tag can be assigned to contact while creating, editing contact.

NOTE:
Only Firm Admin and Team members having “Full” access can add/create tags.

Assign tags to contact

Now you can assign tags to your contacts by following the below steps:

  1. When you are in the contact creation form, simply click More.
  2. Go to Tags field, choose the tag from the dropdown, if tags are already created on contacts.
  3. Click Save.


Learn more about Contacts


Related Articles:
Contacts overview
Add a new contact
Import contacts from file
Add relationships between contacts
Add custom fields to contact
Edit contact
Delete contact
Contact searches
Use filters to sort contacts


About LawGro:

LawGro is a next generation legal practice management software to help lawyers deliver client happiness and grow business.

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