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