Working with tags

EssentialPIM supports tagging. Tags can be added to any text field of every record or in a special Tags field.

There are three ways to add tags.

The first way is adding a "#" symbol in any text field and then anything you type after it will become a tag.

Note, once you start typing after a "#" symbol, EssentialPIMposes to choose a tag from already existing ones. New tags appear in this list automatically.

The second way is adding a tag to a special Tags field at the bottom of every record info dialog.

In this case you don't need to enter the "#" symbol. This method also lists existing tags as you type.

The third way is pressing on the button with three dots next to Tags field and select desired tags in the pop up dialog.

This dialog lists all existing tags in the database. Enabling checkboxes adds tags to a current record. You can also add, edit or delete tags in this dialog. The search field can be used to quickly filter the desired tags.

Once you add tags you can search such records by tags like any other term in the Search in: field in the top right corner of every module, advanced search under Tools -> Advanced Search, or filter records by tags using regular Filter feature in all modules.

Tags can be edited any time under Tools -> Options -> Tags.

Tags explorer

Tags explorer allows you to see all your tags and the items associated with them. The left part of the window shows all available tags with the number of records the tag has been assigned to. 

Clicking on a tag's name will display the records it belongs to. You can select multiple tags by clicking on them while holding the Ctrl or Shift keys. Use the modules or color drop-down box to filter items from the selected module or tags with a particular color. Any record in the Tag Explorer is fully editable.

The Add/Edit/Delete buttons allow you to modify the tags list.

Double-clicking on a tag's name opens up a tag edit dialog window:

This will allow you to edit the tag name, its color and assign a shortcut for quick adding it to any record.