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Zoho CRM Tags Are Now Color Coded!

By September 14, 2021No Comments

Have you signed into Zoho CRM lately and noticed it is more colorful?  This is because Zoho CRM tags can now be color coded.

Why Do I Need to Color Code Tags?

Tags help you identify groups of records. If you need a refresher on how to work with tags, click here for our most recent blog that explains how Zoho CRM tags work.

By adding color, it will be even easier for you to differentiate between groups of records.  As you start using colored tags, you and your users will be able to find the records they need with just a glance.  The color coded tags will appear in all views – record detail pages, list view, Kanban view and canvas.

How Do I Color My Zoho CRM Tags?

For any existing tags, they will not be colored until you code them.  The best way to review your tags and add the colors you want is to go into the Manage Tags section of each module.  From there you see that a Tag Color column has been added to the Tag list. Using the dropdown, you can choose which color you want.

If you are creating a tag from scratch, Zoho will automatically assign a color.  If you want a different color, just click the dropdown arrow next to the color and choose the one you want.

Did you know The Marks Group is offering Zoho CRM Admin training? Check out our Events page to sign up!  Also, don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Dena Falek

Author Dena Falek

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