To view the Contact Information Pod, from the Menu Bar, move your mouse over the Lists menu and select Contacts. On the Contact list page, each contact's name is hyperlinked to its profile page. After clicking on a contact's name within Matrix, it will load the Contact Profile for that particular contact. At the left center of the Contact Profile page there is a Tags Pod.
A Tag is an additional piece of information that you can add to a contact. It is a way to keep track of details about a contact that cannot be captured anywhere else in the profile. For example, you may have several contacts that like the Pittsburgh Steelers football team. You could tag those contacts with ‘steelers’. If you wish to take some of those contacts to an upcoming game, you could view the Contacts list and filter by the ’steelers’ tag to see the contacts that match that tag.
Add a Tag
When you add a tag, you can search for and select one that you have already used on other contacts. Or, you can create a new one. A tag is meant to be a short keyword about the contact. Please do not type out full sentences for the tag.
- In the Tag field, type the first two characters of the tag. A drop list, listing potential matches appears assuming that tag is used in at least one other contact. If the list is too long, you can continue to type in the field to narrow the list.
- If you wish to use an existing tag - select it from the list. If you wish create a new tag - continue to type the tag, ignoring the tags on the list. Then press Enter.
- The tag appears in the pod.