Contacts

Gen 3

Contacts

Add system tags

A system tag is a tool used to gather information. In BriteCore, system tags are used to track and report BriteCore data points. System tags can be hard-coded system tags or client-created custom tags. You can add a system tag to a contact in the Contacts module.

Prerequisites

You must add system tags to the Contacts module before you can add a system tag to a specific contact. Go to Settings > System Wide > System Tags to add tags. See System Tags for further information.

Add system tags

To add system tags, open the desired contact and:

  1. Select the Edit link next to System Tags to open the Edit System Tags dialog box.
  2. Select the tags you want to add.
  3. Select Done when you’re finished adding tags. If you select the X in the top right of the dialog, BriteCore will return you to the Information tab without saving the information you entered in the dialog box.