How to use tags in contacts
How to use tags in Indema to organize and categorize your contacts. Tags let you organize and categorize your contacts however makes sense for your studio. You can color code them, apply multiple tags to one contact, and filter your contact list by tag.
Written By Julia M.
Tags are coloured labels that help you group records — for example by client type, project stage or trade.
Create a tag
Go to Contacts and click Manage Tags (top right).
The panel lists your tags with a count. Click + New tag.
Enter a name, choose a colour, and save.
Use the pencil icon to rename or recolour a tag, or the bin to delete it.
Apply tags
When creating a record — pick from the Tags field in the Add Contact or Add Vendor form. Each tag keeps its colour.
From a profile — open the contact and click + on the Tags card.
A record can have several tags. They show in the Tags column of the list.
Ideas
Client type — Residential, Commercial, Hospitality
Stage — Prospect, Active, Past client
Trade — Plumber, Electrician, General contractor
Vendor category — Lighting, Upholstery, Rugs
Important limitations
Editing a tag updates it everywhere it's used. Deleting a tag removes it from every record that has it.
Contact tags are separate from document tags on estimates, invoices and POs (Settings → Studio → Money → Reusable pieces).
Related articles
Overview of Contacts
How to add a contact
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