{"id":25341,"date":"2025-08-02T05:14:27","date_gmt":"2025-08-02T05:14:27","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/contact-tag\/"},"modified":"2026-02-20T12:48:13","modified_gmt":"2026-02-20T12:48:13","slug":"contact-tag","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/contact-tag\/","title":{"rendered":"Contact Tag"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_62334\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/i_-XsQsCMJQ?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&\" class=\"__youtube_prefs__  no-lazyload\" title=\"YouTube player\"  allow=\"fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen data-no-lazy=\"1\" data-skipgform_ajax_framebjll=\"\"><\/iframe><\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This video provides a practical walkthrough of how to create and manage <strong>Contact Tags<\/strong> in Odoo 18, which is an effective way to categorize and filter your contacts for better organization.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The following points summarize the key takeaways from the video:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Understanding Contact Tags<\/strong>: The narrator explains that contact tags are labels used to categorize customers or vendors based on specific criteria, such as &#8220;VIP,&#8221; &#8220;Lead,&#8221; or &#8220;Partner.&#8221;<\/li>\n\n\n\n<li><strong>Accessing Configuration<\/strong>: To manage tags, navigate to the <strong>Contacts<\/strong> module and go to <strong>Configuration &gt; Contact Tags<\/strong>.<\/li>\n\n\n\n<li><strong>Creating a New Tag<\/strong>: Click the <strong>&#8220;New&#8221;<\/strong> 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.<\/li>\n\n\n\n<li><strong>Assigning Tags to Contacts<\/strong>: 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 &#8220;Tags&#8221; field in the form view. <\/li>\n\n\n\n<li><strong>Mass Tagging<\/strong>: The narrator shows how to apply tags to multiple contacts at once using the list view, which is useful for bulk updates.<\/li>\n\n\n\n<li><strong>Filtering by Tags<\/strong>: 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.<\/li>\n\n\n\n<li><strong>Usage in Marketing<\/strong>: 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.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This video provides a practical walkthrough of how to create and manage Contact Tags in Odoo 18, which is an [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-25341","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25341","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=25341"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25341\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=25341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=25341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=25341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}