how to manage the people tab

  • Updated

This guide explains how to manage contacts from the PEOPLE tab. It includes instructions for filtering person records, creating a new person, editing existing records, and assigning or removing tags in bulk.

how to filter persons

Contacts can filter person records using the available filters in the PEOPLE tab, including first name, last name, phone, email, person type, and tags.

  • Filter by first name

To filter persons by first name:

  1. Click the Search by first name field.
  2. Enter the desired first name.

Persons that match the entered value will appear in the Person table.

  • Filter by last name

 To filter persons by last name:

  1. Click the Search by last name field.
  2. Enter the desired last name.

Persons that match the entered value will appear in the Person table.

  • Filter by phone

To filter persons by phone number:

  1. Click the Search by phone field.
  2. Enter the phone number.

Persons that match the entered value will appear in the Person table.

  • Filter by email

To filter persons by email:

  1. Click the Search by email field.
  2. Enter the email address.

Persons that match the entered value will appear in the Person table.

  • Filter by person type

To filter persons by type:

  1. Click the Person Type dropdown menu.
  2. Select the desired person type.

Persons that match the selected value will appear in the Person table.

  • Filter by tags

To filter persons by tags:

  1. Click the Tags dropdown menu.
  2. Select the desired tag.

Persons that match the selected value will appear in the Person table.

To remove all applied filters, click the CLEAR FILTERS button.

how to create a new person

To create a new person:

  1. Click the + Person button.
    The People Creator panel will open.
  2. Complete the required fields in the form.
  3. Click SAVE.

The new person record will be saved and will appear in the Person table.

how to edit a person

To edit an existing person record:

  1. In the First Name column of the Person table, click the desired person.
    The People Editor will open displaying the contact information.
  2. Make the required changes.
  3. Click SAVE.

The updated information will be saved in the system.

how to assign tags to persons in bulk

To assign tags to multiple persons:

  1. Select the persons using the Checkbox column.
  2. Click ASSIGN TAGS.
  3. Select the desired tags.
  4. Click CONFIRM.

The selected tags will be assigned to all selected persons.

how to unassign tags from persons in bulk

To remove tags from multiple persons:

  1. Select the persons using the Checkbox column.
  2. Click UNASSIGN TAGS.
  3. Select the tags to remove.
  4. Click CONFIRM.

The selected tags will be removed from all selected persons.