RB User Guide > Tools > Tag Manager

Managing tags

RB9 only

Use the Tag Manager to find tagged entities, email selected entities, print envelopes or labels for targeted mailings, and quickly add or remove tags from entities.

1. Tools > Tag Manager
2. In the Tag Manager’s Search By pane, select an Entity category in the drop-down.
3. The other search filters will update depending on the Entity category selected. To:

   • Find entities to tag

     • Firms

       Enter a partial/full name in Firm Name to search for specific firms.

     • Contacts

       Use either or both fields:

       • Enter a partial/full name in Firm Name to search for contacts at specific firms.
       • Enter a partial/full name in Contact Name to search for specific contacts.

     • Resources

       Enter a partial/full name in Resource Name to search for specific resources.

     • Locations

       Enter a partial/full name in Location Name to search for specific locations.

   • Find tagged entities

     All tags that were set up in the relevant list for the Entity category selected (see Best Practices below) appear in the Tag drop-down automatically. Select the tag name or type a partial/full tag name in the field if the tag was manually entered in entities.

4. Click . All entries that match the search criteria appear in the Tag Manager results grid. If you would like to view an entity’s details, click its hyperlink.
5. Select the desired entries in the Tag Manager results grid by checking their boxes. Or check the box in the header to select all.
6. To:

   • Add a tag to all selected entities

     Click Add Tag. Then in the Add Tag popup, select a tag in the *Tag drop-down or enter a new tag (required). Then click Save.

   • Remove the tag from all selected entities

     Click Remove Tag. In the popup that appears, click Yes.

   • Email selected entities

     Click More > Send Email. See Emailing from RB.

   • Print envelopes for selected entities

     Click More > Print Envelopes and Labels. See Printing envelopes.

   • Print mailing labels for selected entities

     Click More > Print Envelopes and Labels. See Printing labels.

   • Print/export results

     See Exporting & printing results.

BEST PRACTICES: Set up tags to share

Tags that are entered as text in Tag fields are saved in the entities where they were entered: They will not appear in any Tag drop-down. To have tags appear in drop-downs, set them up in Lists > Firms, Lists > Contacts, Lists > Resources, and Lists > Locations. Any tags entered in Tag Lists will be shared with the rest of your company.

Reference

• Tags
• Entities
• Lists > Firms
• Lists > Contacts
• Lists > Resources
• Lists > Locations

Step-by-step instructions

• Organizing with tags
• Emailing from RB
• Printing envelopes
• Printing labels
• Exporting & printing results