Contact tags

Tags are used to group and categorize contacts for reporting. They could be long term (such as a customer type), or used in a transient fashion while grouping and segmenting (such as when building a mailing list from multiple searches on a sales report).

They are also used by the Brightpearl MailChimp apps for linking and segmenting contacts.

Read more about the MailChimp app.

Creating and editing tags

Tags can be created in the following ways:

  • Manually in the settings area.
  • During a customer/supplier import.
  • Via API / apps.

Tags can be nested under a parent tag for grouped reporting.

How to create or edit a tag

  1. Go to Settings > Contacts > Tags.
  2. Click the Add a new Tag button or click the pencil icon next to any existing tag to edit it.
  3. Enter a tag name and specify whether it should be grouped under another tag.
  4. Assign the tag a color.
  5. Click Save tag.

Assigning tags to contacts

Tags can be used on customers and vendors. They can be added to contacts in several ways:

  • Manually on a contact record.
  • Manually on batches of contacts.
  • When the contact is created using a SmartForm.
  • When contacts are imported.
  • Using the Brightpearl automation app.

In batches, on the following reports:

  • Sales analysis by customer.
  • Customer list.
  • Supplier list.
  • Accounts receivable/aged debtors.
  • Accounts payable/aged creditors.
  • Customer invoice list.

How to add or remove a tag on a contact

  1. Search for the contact.
  2. A tag can be added directly on the list of contacts, or from within the contact record. Click the Add a tag link and select the relevant tag.
  3. To remove a tag click the cross directly on the tag.

    add tag

  4. Select the tag name.
  5. To remove it you can click the cross next to the tag.

How to add or remove tags in bulk

  1. Select the batch of contacts, orders or invoices, depending on the report being used.
  2. Use the batch processing buttons, or dropdowns to Add tag or Remove tag and then choose which tag to add or remove.

    add tag bulk

Reporting by tag

The following reports can be filtered by tag:

  • Customers list.
  • Vendor/supplier list.
  • Sales list.
  • Sales analysis reports.
  • Accounts receivable/aged debtors.
  • Accounts payable/aged creditors.

Automation

Tags can be added to customers or removed from customers using the Brightpearl automation app, based on a large range of rule criteria. 

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