This feature is available only in the Pro and Enterprise plan of Pobuca Connect.
Web app- Directory View
In order to create a new tag, follow these simple steps:
1. Click on the entity (contact/organization/co-worker) you're interested in.
2. You can see the tags section on the left side of the page.
3. Click on the edit button.
4. The following pop up will appear. Click on 'Manage tags'.
5. You will be redirected to the tags settings menu. Click on the button 'Create tag'.
6. In the next pop up, you can create a new tag.
7. Type the name of your personalized tag and choose a color.
8. Click on 'Save' to create the tag.
Web app- Settings menu
In order to create a new tag, follow these simple steps:
Sign in to Pobuca Connect using the web app.
On the left side menu, click on 'Settings'.
Click on 'Tags'.
Click on the button 'Create tag'.
5. You can create new tags by following the same procedure (see steps 6-8 above).
In order to Edit the existing tags:
On the left side menu, click on 'Settings'.
Click on 'Tags'.
Choose the 'Edit' button next to the tag you want to edit.
4. The following pop up will appear.
5. Make all the necessary changes regarding the tag's name and color.
6. Click on 'Save' to save your changes.
In order to Delete tags:
On the left side menu, click on 'Settings'.
Click on 'Tags'.
Choose the 'Delete' button next to the tag you want to delete.
4. The following pop up will appear.
5. Click on 'Delete' to complete the process.
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Mobile app
Launch the app on your mobile device and login.
Click on the person icon inside the search field to view all entities (Contacts, Organizations & Co-workers) and spot the contact/organization or co-worker you want (or search for it directly using the search field).
Tap the entity you're interested in.
By selecting the overview tab, in the contact profile page you can see the tags section.
Select 'Tags'.
In order to create a new tag:
1.Click on 'Create new tag'.
2. Type the name of your personalized tag and choose a color.
3. At the right corner of the screen, select the tick button to create the new tag.
In order to Edit an existing tag:
1.Choose the tag you want to edit by selecting the 'Edit' button.
2. The following screen will appear.
3. Make all the necessary changes regarding the tag's name and color. At the right corner of the screen select the tick button to save your changes.
In order to Delete tags:
Choose the tag you want to delete by selecting the 'Edit' button.
In the next screen, click on the 'trash' icon.
3. Click on 'Delete tag' on the pop up window to complete the deletion process.
