CURQ Documentation

Contact Tags Setup

Configure and organize color-coded tags to categorize and segment contacts in CURQ 18.

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1. Overview of Contact Tags

Contact tags allow you to label and group people and companies based on business needs. You can assign labels such as VIP, Vendor, Consulting Services, or Desk Manufacturers.

Benefits of using contact tags:

• Visual Badges: Color-coded badges show key details at a glance on contact cards and contact forms.

• Easy Filtering: Filter your contact directory by tag in the search bar.

• Tag Categories: Build parent and child relationships (such as Vendor / Desk Manufacturers) to organize tags cleanly.

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2. Access the Contact Tags Menu

To view and manage contact tags:

1. Open the Contacts app from the main dashboard.

2. In the top navigation bar, click Configuration.

3. Select Contact Tags.

CURQ displays the table of existing tags with their parent category and color indicator:

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3. Create or Edit a Contact Tag

You can add a new tag directly in the table or open the full form view:

1. Click New at the top left of the list, or click into an empty row at the bottom of the table.

2. Fill in the tag fields:

Field	Description	Practical Effect
Tag Name	Name of the label (for example, VIP or Consulting Services).	Displays on the contact record and search dropdowns.
Category	Optional parent tag (for example, choose Vendor to make this a sub-tag).	Creates a nested label like Vendor / Desk Manufacturers.
Color	Color swatch selected from the color picker palette.	Sets the badge background color on contact cards and forms.

3. Click into the inline text box (with placeholder e.g. "Roadshow") and select a color swatch from the 12 available palette options on the right:

4. Click outside the line or click Save at the top left to store your new tag.

(To deactivate a tag without deleting it, open the tag form and turn off the Active toggle switch).

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4. Assign Tags to a Contact

To apply tags to a person or business:

1. Open the Contacts app.

2. Click any contact card to open the contact form.

3. Locate the Tags field on the right side of the form under Language.

4. Click into the field and select one or more tags from the dropdown list.

5. Click Save (cloud icon) or navigate away to keep the changes.

(You can also create a new tag on the fly by typing a new name into the Tags field and clicking Create).

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5. Search and Group Contacts by Tag

After assigning tags, you can organize your directory using them:

1. In the Contacts main directory, click the search bar.

2. Type a tag name (such as Vendor or Services).

3. Click the matching tag suggestion in the dropdown list.

4. CURQ narrows the view to show only contacts with that tag.

ON THIS PAGE

• Contact Tags Setup
  • 1. Overview of Contact Tags
  • 2. Access the Contact Tags Menu
  • 3. Create or Edit a Contact Tag
  • 4. Assign Tags to a Contact
  • 5. Search and Group Contacts by Tag

FURTHER WITH

• Overview
• Create Contact
• Search Filter And Group Contacts
• Contact Titles Setup
• Industries Setup
• Bank Accounts Setup
• Localization Setup
• Managing Enterprise Customers And Subsidiaries
• FAQ