How to Add Custom Tags to a Contact

Tags in LollyLaw are custom labels that your firm can use to associate specific attributes with your contacts and matters. These can include a marketing source, contact or case classification, file ID, Receipt Number number, or anything you’d like. While tags are completely optional, they can provide a useful means for filtering or even searching for specific contact and matter records.

Setting Custom Tags for Contacts

There are two methods to add a custom search tag to an existing contact:

Option 1: Use the Contact Menu

1. Find the contact you’ll be editing in the Contacts tab. You can use the Recent Contacts search bar to filter for them if needed. Click on the more options icon (the three dots to the left of the contact) to access the Contact Menu

2. Click Edit

3. Add the desired tag to the Search Tags field, then click the Update Contact button

Option 2: Through Contact Snapshot tab

1. Find the contact you’ll be editing in the Contacts tab. You can use the Recent Contacts search bar to filter for them if needed. Click on the contact to open the record

2. Click the Edit button in the top right corner

3. Add the desired tag to the Search Tags field, then click the Update Contact button

If you would like to learn more about how to add Custom Tags while you’re creating a new contact, read our help article on Creating New Contacts.