Applying Personal Tags to IQ Records

Market: Federal/State/Local, House, Senate

Description: In IQ, you can create tags that you can apply to IQ records. These tags are visible only to you. This enables you to further sort and analyze records or files based on your specific needs.

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Filtering Records Based on Personal Tag

Creating and Applying Personal Tags

1.Navigate to the set of records that you want to apply your personal tags. In this example only, we are using Messages > All Open.

2.Click the Gear icon at the upper right corner. Select Set Up Tags.

3. Enter the name of your tag. You can enter up to 20 tags.

4. Click Save and Exit.

5. Notice that all the records now display the personal tags you created. Select the tag that you want to apply for that record

6. The record will reflect selected personal tag.

Filtering Records Based on Personal Tag

1.Navigate to the set of records that you want to view. Continuing with the same example, navigate to Messages > All Open.

2.Navigate to Filters > Personal Tag. Check the box of the personal tag you to view the records associated with it.