Tags help you categorize and segment your contacts so you can find and filter them quickly. Whether you're sorting leads by event, industry, or follow-up status, Tags give your team a flexible, shared way to stay organized — on the web dashboard and in the mobile app.
Prerequisites
Tags are available on all Uniqode Cards account
Editor, Admin, or Owner role (required to create new tags; Viewers can view and apply existing tags only)
Add tags to a contact
Open the Contacts section from the Uniqode Cards dashboard or mobile app.
Select an existing contact or create a new one.
In the contact detail view, locate the Tags field.
Click or tap the Tags field to open the tag selection panel.
Browse the list or use the search bar to find a specific tag (search is case-insensitive).
Select one or more tags to attach to the contact. You can add multiple tags to a single contact.
Click Save to apply your changes.
Note: Duplicate tags cannot be attached to the same contact. If a tag is already applied, it will appear pre-selected in the panel.
Create a new tag
Editors, Admins, and Owners can create new tags directly from the tag selection panel. Viewers cannot create tags.
Open a contact and click or tap the Tags field.
Type the name of the new tag in the search bar.
If no matching tag is found, you'll see an option to Create "[tag name]" — click or tap it.
The new tag is created and immediately attached to the contact.
Note: Tag names must be unique within your workspace. The system will prevent you from creating a tag with a name that already exists (including name variations that differ only by letter case).
Remove a tag from a contact
Open the contact from the Contacts section.
In the Tags field, locate the tag you want to remove.
Click or tap the × icon next to the tag name to detach it.
Click Save to confirm.
Note: Removing a tag from a contact only detaches the association — the tag itself remains available in your workspace for use with other contacts.
Filter contacts by tags
You can use tags to quickly surface specific groups of contacts.
Go to the Contacts section in the Uniqode Cards dashboard or mobile app.
Click or tap the Filter option.
Select Tags from the filter menu.
Choose one or more tags to filter by. Only contacts that have all selected tags attached will appear.
To clear the filter, deselect the tags or click Reset Filters.
Rename or delete a workspace tag
Only Admins and Owners can rename or delete tags at the workspace level.
Navigate to Settings in your Uniqode Cards dashboard.
Select Tags from the settings menu.
To rename a tag, click the edit (pencil) icon next to the tag, enter a new name, and click Save.
To delete a tag, click the delete (bin) icon next to the tag and confirm the action.
Note: Deleting a workspace tag removes it from all contacts it was attached to. The contacts themselves are not affected.