> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aisync.link/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Tags

> User guide for creating, editing, and deleting contact tags with role-based visibility.

**Contact Tag** lets you create and manage short labels used to group or describe contacts (for example, **VIP** or **Hot lead**). Tags belong to your organization and can be restricted by role, so only selected roles can view/use them.

<img src="https://mintcdn.com/rizler/qfIPW4E7Ajy_Ilf2/images/manage/tags/overview.png?fit=max&auto=format&n=qfIPW4E7Ajy_Ilf2&q=85&s=8f5c3c13041c2f25d6b547f26c1f11be" alt="Contact Tags list view" className="rounded-lg border shadow-sm" width="1685" height="571" data-path="images/manage/tags/overview.png" />

## 📋 The tag list

When you open this screen, you see a table of contact tags.

| What you see   | What it means                             |
| -------------- | ----------------------------------------- |
| **#**          | Row number in the current list view.      |
| **Tag**        | Tag name.                                 |
| **Updated At** | Last changed date/time in your timezone.  |
| **Created At** | First created date/time in your timezone. |
| **Action**     | Controls to edit or delete the tag.       |

### ⚙️ List controls

* **Add** opens the create form.
* **Search** filters table rows (placeholder usually `Search...`).
* Pagination keeps long lists manageable (commonly 10 rows per page by default).

## ➕ Adding a new tag

1. Click **Add**.
2. The list hides and **Add Contact Tag** form opens.
3. Fill required fields.
4. Click **Submit**.
5. On success, confirmation appears and list reloads with new tag.

Use **Back** to return without saving.

<img src="https://mintcdn.com/rizler/ClpiIiyxux1-PkL5/images/manage/tags/add-tag.png?fit=max&auto=format&n=ClpiIiyxux1-PkL5&q=85&s=f59da4ad9ddd0184be248919b866055c" alt="Add Contact Tag form" className="rounded-lg border shadow-sm" width="1670" height="431" data-path="images/manage/tags/add-tag.png" />

## ✏️ Editing a tag

1. Click **Edit** in the row’s Action column.
2. **Edit Contact Tag** form opens with existing values prefilled.
3. Update fields and click **Submit**.

Save flow is the same as Add: wait message -> success message -> list refresh.

<img src="https://mintcdn.com/rizler/qfIPW4E7Ajy_Ilf2/images/manage/tags/edit-tags.png?fit=max&auto=format&n=qfIPW4E7Ajy_Ilf2&q=85&s=b5c3b882cb5d0ee931033ea331028f06" alt="Edit Contact Tag form" className="rounded-lg border shadow-sm" width="1666" height="422" data-path="images/manage/tags/edit-tags.png" />

## 🗑️ Deleting a tag

1. Click the row’s trash icon.
2. Confirm when prompted.
3. Tag is removed and a result message appears.

If that tag had role links only tied to that tag, those links are removed along with it.

<Warning>
  Delete is permanent for that tag record. Confirm before deleting tags used by active workflows.
</Warning>

## 📝 Form fields (Add and Edit)

**🏷️ Tag (required)**

* **Purpose:** User-facing tag name.
* **Required:** Yes.
* **Placeholder:** Usually `Enter tags`.
* **Help text:** Suggests using clear names like VIP, Prospects, Hot Leads.

You cannot submit with an empty Tag field.

**👥 Assign role View**

* **Purpose:** Select which roles can view/use this tag.
* **Selection:** One or many roles.
* **Control type:** Searchable dropdown.
* **Placeholder:** Usually `Select role`.

Use this field when tag visibility should be limited by role.

**💾 Submit**

Saves tag and role assignments.

* On success: confirmation + return to list.
* On failure: error explains what to fix.