Skip to main content
All CollectionsMy Contacts
Can I categorize the cards I scan?
Can I categorize the cards I scan?

This article covers how to sort contacts into categories using Haystack's tagging feature.

Savanna Allen avatar
Written by Savanna Allen
Updated over a month ago

Categorizing or tagging cards is a feature available via the "personal note" section on the cards you scan. All you need to do is use "hashtags" to add the categories you'd like to search for, or ingest into your CRM.

For example, if you add #LEADS as part of a personal note to a contact card, you can:

  1. Find all #LEADS tagged cards by typing '#LEADS' into the search box at the top of the app; or

  2. Filter, or ingest the category into your CRM via an integration or a CSV export

To add a personal note:

  1. Tap on the card you want to tag/categorize

  2. Scroll down to the bottom of the card

  3. Type #TAGNAME in the 'Notes' box


โ€‹

Did this answer your question?