Configure tags for business directory contacts

This article is intended for company administrators who wish to configure tags for contacts in the business directory.

Tags are keywords that can be used as search criteria in the business directory (for example: by company and/or job title). From the search bar of their Rainbow application, company members can search for contacts by entering one or more of these tags.

From the business directory, you can:

• Create and add tags to contacts (see: Creating and adding tags to contacts)
• Manage contacts for a given tag (see: Managing contacts for a given tag)
  
  Note: Adding a tag to a contact can also be done from the contact list in the business directory (see: Manage the business directory of a company).
• Rename or delete a tag (see: Renaming/deleting a tag)

Creating and adding tags to contacts

1. From the Rainbow administration interface, click on the Manage your company icon at the bottom of the left menu.
2. In the left panel, click on My company, then Business directory.
3. Click on the Tags tab.
4. Click on Create.
5. In the Tag name field, enter the name of the tag.
6. Add the contacts one by one in the corresponding field.
   To add a contact, enter the first letters of his/her name or email address. A list of matching entries appears allowing you to select the contact of your choice.
7. Click on Create.
   The tag is displayed in the list with the number of contacts (Contacts column).

Example:

Managing contacts for a given tag

1. From the Rainbow administration interface, click on the Manage your company icon at the bottom of the left menu.
2. In the left panel, click on My company, then Business directory.
3. Click on the Tags tab.
4. Click on a tag to display and manage its contact list.
5. Perform any of the following:
   To add a contact: Enter the first letters of his/her name or email address. A list of matching entries appears allowing you to select the contact of your choice. Click on Add contacts to add the contact to the list.
   To remove a contact: Click on the icon to the right of the target contact.
6. Click on Close to exit.

Example:

Renaming/deleting a tag

1. From the Rainbow administration interface, click on the Manage your company icon at the bottom of the left menu.
2. In the left panel, click on My company, then Business directory.
3. Click on the Tags tab.
4. Perform any of the following:
   To rename the tag: Move your mouse over the target tag, click on , and select Rename tag. A configuration window opens allowing you to change the tag name. Click on Apply to validate change.
   To delete the tag: Move your mouse over the target contact, click on , and select Delete tag. A confirmation pop-up window opens. Click on Delete to confirm deletion.
   The tag is deleted from the tag list, and the associated contacts.