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Introduction

Tags allow you to assign one or several keywords to contacts and calendar events. Tags are shared by both applications.

 

On this page:

Related:

Tagging

Calendar events can be tagged in the Information tab of the event creation form:

NB: the screenshots below belong to the Contacts application, but the Calendar works similarly.

There are several ways to add tags:

  • Existing tags are shown in a drop-down menu. To select a tag, click the arrow at the end of the text box to display the list:
  • Type a word.
    • If there is no existing tag for this word, click "Enter" to validate it or click "Create tag":
    • If a tag already exists, (from other users or events for example, or via the settings manager) autocomplete suggests words as you type:

Once set, new tags are assigned a color and an "x" is displayed next to them to delete them. Existing tags are marked with the same color as everywhere else they are used. New tags are assigned a color that hasn't been used yet:

You can add as many tags as you want:

To delete a tag, click the "x" next to it or use the delete key (<backspace>) on your keyboard.

Tags can be seen in the contacts list as color icons (2 maximum). When you hover over them, the list of tags assigned to the contact appears:

Similarly, in Calendar, tagged events are marked with a color icon:

Managing tags

Domain tags are managed similarly by the administrator in the admin console > System management > Managed Domains > domain > "Tags"
see the Administrator's Guide - Domaines - chapître 7 : Les étiquettes

Tags can be managed in user settings > "My account" > "Tags" tab

Shared tags, created by the domain administrator, cannot be edited. They are shown in bold with a lock next to them at the top of the list.

Creating a new tag 

  • Type a name.
  • Choose a color (by default, an unassigned color is suggested).
  • Click Add. 

Modifying tags 

  • When you hover over the text, the editing text box appear:

    • To change tag wording, click the text box to enable it and type the new text. 
    • To change tag color, click the colored dot and select a new one from the color palette:
  • Once these modifications have been made, leave the box to confirm: using the <tab> key, or using your mouse by clicking elsewhere in the page

    Note: Changes are effective immediately. You don't have to click "Save" at the bottom of the page.

Deleting tags 

To delete a tag, click  at the end of the row and click OK to confirm.

Once confirmed, deletion is immediate and irreversible.

Searches

Searching contacts

Searches in the Contacts application cover all fields, including tags. To search contacts, type the relevant tag in the search box and press <Enter> or by click the search button to confirm:

Searching calendar events

To search the calendar, type the word you are looking for in the search box at the top of the page and press <Enter> or by click the search button to confirm:

In main calendar view, go to the Tags tab to show or hide tagged events:

By default, all your tags and domain tags are listed:

  • click a tag to show the events related to it. Other tags are then grayed out in the list and and the events not bearing this tag are hidden.
  • several tags can be selected simultaneously: events bearing one or the other will be displayed
  • click a tag again to unselect it 
  • when all tags are unselected, the display is reset: all events are shown and all tags are shown in black.

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