Tag
A Tag helps users segment and filter their contacts. It is different from a Flag in many ways. Tags are personal to the user or OU assigned to a contact.
Flags vs Tags Similarities
Flags and Tags may be added to a ContactAssignment by an Assignee.
A user may search ContactAssignments by Flags and/or Tags.
Flags vs Tags Differences
Tags are personal to an Assignee. Flags are shared among all users within a Tenant.
Tags may be created by Assignees, but Flags may not.
Flags appear in Contact/ContactAssignment lists, while Tags do not.
Flags include an embedded color scheme so they always appear different from other Flags. Tags are simple text, and when displayed are prepended by a hashtag, ex
#Veteran.
Updated July 23, 2026