Creating two word Tags

How do we create two word tags such as "Professional Services" or Professional-Services?

They and not meaningful tags as separate words.

 

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  • Hello Pharm, thank you for your question! 

    To make a two-word tag, you would need to use an underscore "_" to separate the words. For example, "Professional Services" would be "Professional_Services".

    I hope this helps!

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  • There is in fact another way...

    Create a one word or two with an underscore and Jessica suggests. Then go to the organization or contact (whichever tag you are looking at). Click on the tag on the right hand side of the screen to filter by that tag. Then you at the top of the list of contacts or orgs you can rename the tag. In the box that comes up you can put your space into the tag.

    This is a bit of long winded approach but at least it works for putting in a space and makes your tags more meaningful.

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  • David - that's a great tip! 

    Jessica - underscores did not work for me to create 2 word tags.

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  • @David - Thank you for the tip! 

    @Pharm - When you've created the tag, you want to make sure to hit space or enter after so that the tag turns blue, that'll be the indicator that it's become a working tag. If that still isn't working, can you please tell me the steps you're taking when creating your tag? 

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  • When I needed to add a two word tag to an organization what I would do first is search for the organization under the Organization tab. Do not search the All Data search field, it won't work. Then click the checkbox next to the accounts you want to select. You can select multiple accounts if you also want to bulk edit. After this just click the Bulk Edit button that now pops up above the search results. The first option you have is to Bulk Edit Tags. Select that option and type the tag you want. It allows you to you use a space and type multiple words.

    This helped me out tremendously when I needed to add two word tags to multiple accounts. 




     

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