Set tags

Disclaimer

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

A tag is in principle a label that can be stuck on different digital data. In this way they are easy to identify and retrieve in Yuki. One or more tag(s) can be added to:

• tasks
• appointments
• contacts
• documents
• projects
• email.

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

Only a user with the 'Back office role in the domain or the 'Management' role can change, delete or merge the tag with another tag.

A practical example of the use of tags is the creation of a mailing list with Yuki email.

A tag like for example 'tag1' can be added to each contact in the address book. When you click the search button at the right of the recipient ('to') field when writing a email you can here click 'Choose tag'. When you select ‘tag1’ here the email will be sent to all contacts with this tag. In this way each person doesn't have to be selected separately.

You can also direcly enter the tag in the address field. The email will then be sent immediatley to all contacts. When you create the name of een employee or contact as TAG there is thus a risk that the email is sent to the mailing list and not to the addressee!!

TIP!

The Bulk action feature in Contacts (CRM) allows you to add a tag to a number of contacts at once.

You can also find the tags in a domain in the archive by adding the Tags column.

From this screen, a user can:

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

All captured settings such as tag settings are grouped and categorized in one place in your domain.

Open your domain settings by clicking on the Settings icon in the navigation bar and then click on Tags in the now-opened screen.

The following screen is opened:

TIP!

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

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 and 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. Click on the button with the three dots and 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 and 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.