Published: 1 June 2026
Audience
This article is intended for:
- Users managing contacts and companies in PSOhub
- Project managers and teams working with customer records
Objective
After completing this article, you will be able to:
- Add tags to contacts and companies
- Filter contacts and companies using tags
Prerequisites
You must have Admin, Controller or Project Manager access in PSOhub
At least one contact or company exists. You can create these manually in PSOhub, or import them from your connected CRM.
Any tags you want to use for customers must first be configured in Settings > Organization > Tags.
How to add tags to a contact
Steps
Tags help you categorize contacts by attributes such as role, location, or language.
- Navigate to Customers > Contacts.
- Open the contact record you want to tag.
- Click the pencil icon to edit the record.
- Locate the Tags field in the edit window.
- Select an existing tag from the dropdown list.
- Click Save.
Filter contacts by tag
Select
- Navigate to Customers > Contacts.
- Click Edit columns in the top right.
- Enable the Tags column and click Save.
- In the Tags column header, select a tag from the dropdown list.
- The contacts overview updates to display only records that match the selected tag.
Result
Tags are applied to the selected company or contact records. You can filter your companies and contacts list by any tag to quickly find matching records.
📌 Note: Tags do not affect how records are processed or invoiced — they are used for search and categorization only.
Next Steps
✅ Understand how tags work in PSOhub
Learn what tags are, where they can be applied, and how they support filtering and reporting across your PSOhub environment.
What Are Tags in PSOhub?
✅ Create and manage your tags in Settings
Pre-configure tags in Settings so they appear as suggestions when adding them to companies, contacts, projects, and more.
How to Create & Delete Tags in PSOhub