Contact Tag

This video provides a practical walkthrough of how to create and manage Contact Tags in Odoo 18, which is an effective way to categorize and filter your contacts for better organization.

The following points summarize the key takeaways from the video:

• Understanding Contact Tags: The narrator explains that contact tags are labels used to categorize customers or vendors based on specific criteria, such as “VIP,” “Lead,” or “Partner.”
• Accessing Configuration: To manage tags, navigate to the Contacts module and go to Configuration > Contact Tags.
• Creating a New Tag: Click the “New” button to define a new tag. You can assign a name and a specific color to each tag to make them easily distinguishable in the system.
• Assigning Tags to Contacts: The video demonstrates how to add these tags to individual contact records. This is done by selecting the contact and choosing the relevant tags from the “Tags” field in the form view.
• Mass Tagging: The narrator shows how to apply tags to multiple contacts at once using the list view, which is useful for bulk updates.
• Filtering by Tags: A major benefit shown is the ability to use the search bar to filter contacts by their assigned tags, allowing for quick retrieval of specific groups.
• Usage in Marketing: The tutorial concludes by mentioning how these tags can be used in other modules, such as Email Marketing, to target specific segments of your contact list.