Contact Tags
TAGS
Tags in 1pm are used to classify contacts.
They are commonly used to tag Contacts as having a certain charateristic, for example VIP, SYDNEYTEAM etc.
Other uses for tags including tagging Contacts based on their functions e.g. 'PHOTOGRAPHER’ or ‘CATERER’.
Tags can be used internally or externally by using the ‘Hide on Runsheet’ features.
If any tags are ‘Hidden on Runsheet’ then they (hopefully pretty obviously) won’t show on the runsheet.
That means they won’t be visible externally (outside anyone you have provided space user access to).
When you add a Participant in 1pm you are always adding it from a Contact. So when you add a Contact in 1pm, those ‘Contact Tags’ propogate to the Participant record.
That is really powerful, but what can be hard to get your head around is that the Participant Tags (derived from Contact Tags) are actually separate entities. So a Participant can have their own set of tags for their Participant record (separate from their Contact Tags).
Once you have added tags, not only do they appear on the runsheet next to the contact (so everyone knows that Participant is the photographer - for example) but it provides easy filtering of Contacts within the app.
