Set tags

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Which settings you can specify in a domain depends on the selected bundle (and any additional features added) and the role(s) you have as a user in the domain.

In Yuki, you can adjust a number of domain settings to control your contract, administration(s), user(s), messaging, blocking/closing your domain, among others.

A tag acts as a digital label that can be easily applied to various items within Yuki. This makes these items easy to identify and find. Tags can be added to:

• Tasks
• Appointments
• Contacts
• Documents
• Projects
• E-mails.

TIP!

When Yuki WKR is activated, by default you have a number of WKR tags at your disposal that you can link to transactions.

Any user with access to the domain can view the details of a tag or create a tag.

Only a user with the ‘Back Office’ role in the domain or the ‘Management’ role can change a tag, merge it with another tag or delete a tag.

Practical use of tags

A practical example of using tags is setting up a mailing list within the Yuki email. A specific tag, such as ‘tag1’, can be assigned per contact. While preparing an email, you can click on the search button at the recipient field and then select ‘Choose tag’. By selecting ‘tag1’, the e-mail will automatically be sent to all contacts with this tag. This way, there is no need to select each recipient individually.

It is also possible to enter the tag directly into the address field of the e-mail. This will send the e-mail directly to all contacts who have this tag. 

Please note here that using a name as a tag can lead to the e-mail being sent to the mailing list instead of the intended recipient by mistake.

TIPS!

• The Bulk action feature in Contacts (CRM) allows you to tag multiple contacts at once.
• Tags can also be viewed in the Archive of a domain by adding the ‘Tags’ column.

Access to domain settings

All saved settings, such as the tags, are centralized within your domain and organized into logical categories.

To access these settings:

• click on the Settings icon in the navigation bar

• then, in the now-opened screen, in the Domain section click on Tags.

  
  

Tags overview

From the tag overview screen, a user can:

• create a tag
• change a tag
• merge tags (in bulk)
• delete one or more tags.
  
  

Create tag

To create a new tag, click on the Create button at the top right of the screen.

The following screen is opened:

Tag

Enter the name of the tag here.

Description

Enter a clear description of the tag.

Inactive

Indicate whether the tag is currently active or inactive. An inactive tag cannot be selected and thus cannot be added to digital items.

Then click on the Create button.

Change tag

To change a tag:

• hover the mouse over the line of that tag
• click on the button with the three dots
• then select the Edit menu option from the dropdown menu.

The following screen is opened:

Change the tag name or description or indicate that the tag should be deactivated, then click on the Save button.

Merge tags (in bulk)

To merge tags in bulk:

• hover over the line of the corresponding tag
• clcik on the button with the three dots
• then select the Merge tag with... menu option from the dropdown menu.

The following screen is opened:

Select the tag that particular tag should be merged with, then click on the Merge button.

The following message will appear on your screen:

TIP!

It is also possible to merge multiple tags in bulk.

Select the tags you want to merge and then click on Merge at the top of the screen.

Delete one or more tags

To delete one tag:

• hover over the line of that tag
• click on the button with the three dots
• then select the Delete menu option from the dropdown menu.

The following screen is opened:

Click on the Delete button to actually remove the tag.

The following message will appear on your screen:

TIP!

It is also possible to delete multiple tags in bulk.

Select the tags you want to delete and then click on Delete at the top of the screen.