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Regarding tag settings, we support two methods for adding tags. You can choose either of the following methods:
  1. You can view and edit tags at Settings > Contact > Tags.
  2. You can tag users in the Contact list section, or you can tag users in the Inbox tool.

Add tags in Settings

Step 1

Log in to your YCloud account, navigate to Settings > Contact > Tags.
Full Settings Contact Tags page with Add Tag at the upper right.

Open Settings > Contact > Tags and select Add Tag.

Step 2

Click Add Tag, enter a name and choose a color, and click Add to complete the operation. After successful addition, you can edit and delete the tag.
Full Tags settings page behind the Add a new tag dialog.

Enter a tag name and choose a color, then select Add.

Created DocsDemo-Follow-up tag with its edit and actions controls.

The new tag appears in the list. Use the row controls to edit or manage it.

Adding in Contact list

Step 1

Log in to your YCloud account, open Contact > Contact list. Select one or more contacts, then click Tag them.
Full Contact list with a selected contact and the Tag them action.

Select the contacts you want to tag, then select Tag them.

Step 2

Open Select or create a new tag. Search for an existing tag, or enter a new name and select Create new tag. Then click Tag 1 contact (the count reflects your selection) to apply the tag.
Contact list behind the tag picker with Create new tag available.

Search for an existing tag, or enter a new name and select Create new tag.