Sunday, May 31, 2020

How To Manage Tags

How To Manage Tags TOMORROW we are doing a free webinar on personal branding, and specifically, how to create your bio/story/profile. More info here, registration here. When I do my User Webinars (they are scheduled for every other week) I am sometimes embarrassed by a certain page in the process. It happens when I demostrate   the Get Contact List, which is one of my favorite Premium features.   In the process I can choose to get my contacts based on criteria, including TAGS. Well, when I first started using JibberJobber I put in all kinds of tags real tags, fake tags, seemed-like-a-good-idea-at-the-time tags, etc.   I also put in tags before I requested a technical change, and so some of my good tags went unused. I accumulated almost 200 tags, and when I did my webinars I had to fish through those tags and try ignore the bad ones.   It was quite cluttered and Im sure not very impressive Yesterday I asked my QA where we were at with the tag management, since we had incorporated the Category management quite a while ago.   She said, uh, its been there for a long time!   And indeed it has!   Heres how you get there: Mouse over the Network menu item and click on Tags. Then youll see a List Panel with the tags and how many times youve used them in the system. You can delete by either checking on multiple checkboxes on the left (the delete icon is at the bottom of the List Panel), or you can delete one-by-one with the delete icon in each row. When you delete a tag two things happen: The tag is removed from your database, and You wont see that tag on any of your records.   Seems obvious but I just have to say that since you should know we are NOT deleting the contact, job or company record, we are simply removing the tag. Thank you to my team who once again proves to be a few steps ahead of me now, I gotta run and clean up some useless tags! How To Manage Tags TOMORROW we are doing a free webinar on personal branding, and specifically, how to create your bio/story/profile. More info here, registration here. When I do my User Webinars (they are scheduled for every other week) I am sometimes embarrassed by a certain page in the process. It happens when I demostrate   the Get Contact List, which is one of my favorite Premium features.   In the process I can choose to get my contacts based on criteria, including TAGS. Well, when I first started using JibberJobber I put in all kinds of tags real tags, fake tags, seemed-like-a-good-idea-at-the-time tags, etc.   I also put in tags before I requested a technical change, and so some of my good tags went unused. I accumulated almost 200 tags, and when I did my webinars I had to fish through those tags and try ignore the bad ones.   It was quite cluttered and Im sure not very impressive Yesterday I asked my QA where we were at with the tag management, since we had incorporated the Category management quite a while ago.   She said, uh, its been there for a long time!   And indeed it has!   Heres how you get there: Mouse over the Network menu item and click on Tags. Then youll see a List Panel with the tags and how many times youve used them in the system. You can delete by either checking on multiple checkboxes on the left (the delete icon is at the bottom of the List Panel), or you can delete one-by-one with the delete icon in each row. When you delete a tag two things happen: The tag is removed from your database, and You wont see that tag on any of your records.   Seems obvious but I just have to say that since you should know we are NOT deleting the contact, job or company record, we are simply removing the tag. Thank you to my team who once again proves to be a few steps ahead of me now, I gotta run and clean up some useless tags! How To Manage Tags TOMORROW we are doing a free webinar on personal branding, and specifically, how to create your bio/story/profile. More info here, registration here. When I do my User Webinars (they are scheduled for every other week) I am sometimes embarrassed by a certain page in the process. It happens when I demostrate   the Get Contact List, which is one of my favorite Premium features.   In the process I can choose to get my contacts based on criteria, including TAGS. Well, when I first started using JibberJobber I put in all kinds of tags real tags, fake tags, seemed-like-a-good-idea-at-the-time tags, etc.   I also put in tags before I requested a technical change, and so some of my good tags went unused. I accumulated almost 200 tags, and when I did my webinars I had to fish through those tags and try ignore the bad ones.   It was quite cluttered and Im sure not very impressive Yesterday I asked my QA where we were at with the tag management, since we had incorporated the Category management quite a while ago.   She said, uh, its been there for a long time!   And indeed it has!   Heres how you get there: Mouse over the Network menu item and click on Tags. Then youll see a List Panel with the tags and how many times youve used them in the system. You can delete by either checking on multiple checkboxes on the left (the delete icon is at the bottom of the List Panel), or you can delete one-by-one with the delete icon in each row. When you delete a tag two things happen: The tag is removed from your database, and You wont see that tag on any of your records.   Seems obvious but I just have to say that since you should know we are NOT deleting the contact, job or company record, we are simply removing the tag. Thank you to my team who once again proves to be a few steps ahead of me now, I gotta run and clean up some useless tags!

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.