Tags and lists

Tags and lists are the two ways to group contacts in Mercleo Reach. A tag is a color-coded label you can attach to any number of contacts (Hot Lead, VIP, Partner). A list is a named group of contacts you curate by hand. You create both in their settings page, apply them from a contact's detail sheet, and use either one to filter your contacts table.

Creating tags

Tags live in Settings under Tags (/settings/tags). The Add a tag card at the top of the page takes three fields:

• Name — required. This is the label that appears on contacts and in filters.
• Color — optional, entered as a 3- or 6-digit hex value with a leading # (for example #4f46e5). The field is pattern-validated, so an entry that isn't a valid hex value is rejected on submit. Leave it blank to give the tag no color dot.
• Description — optional short note explaining what the tag means. It shows in the Existing tags table beneath the form.

Click Add tag to save. Every tag you create appears in the Existing tags table, which lists each tag's name (with its color dot) and description. Tags are scoped to your workspace, so any contact in it can carry them.

Applying tags to a contact

Open any contact to bring up its detail sheet, then find the tags row in the right rail. Click Add tag to open a picker, type into the "Search tags…" box to narrow the list, and click a tag to assign it. The picker stays open so you can add several tags in a row. Each assigned tag shows as a chip with an × button to remove it.

To make a tag you haven't created yet, click Create new tag… at the bottom of the picker. A Create tag dialog asks for a name; Create & assign adds the tag to your workspace and attaches it to the contact in one step. Tags made this way have no color until you edit them in Settings.

Creating lists

Lists live under Lists (/contacts/lists). The Create a list form takes a Name (required) and a Type. Click Create list to save. The Existing lists table below shows each list's name, type, and current member count.

Type defaults to Static, which is the only type you can pick today. A static list is one you curate by hand — you add and remove contacts yourself. The form's helper text describes static lists as "manually curated."

Adding contacts to a list

You add contacts to a static list from the contact side, not the list side. Open a contact's detail sheet, find the lists row in the right rail, and click Add to list. The picker has a "Search lists…" box; click a list to add the contact to it. Membership is idempotent, so re-adding a contact already in the list does nothing.

Click a list name on the Lists page to open its member view (/contacts/lists/[id]), which lists each member's name, email, and company. Each row has a trash button that removes that contact from the list after a confirmation prompt: "Remove "…" from this list?"

Filtering contacts by tag or list

On the contacts page, the filter button in the toolbar opens a menu with three groups: Engagement, Tags, and Lists. Pick a tag to show only contacts carrying it (the page URL becomes /contacts?tag=<id>), or pick a list to show only its members (/contacts?list=<id>).

The tag and list filters are each single-select — you filter by one tag and one list at a time, not several at once. Combining a tag filter with a list filter narrows the results to contacts that match both. Clear all filters at the bottom of the menu resets everything.

Deleting tags and lists

Each row in the Existing tags table has a trash button. Removing a tag is a soft delete: the confirmation prompt states that "Existing assignments on contacts stay in the database but the tag won't appear in editors or filters." The tag stops showing up in the picker and the filter menu, but the historical record of which contacts had it is preserved.

Lists work the same way. The trash button on a row in the Existing lists table soft-deletes the list; the prompt notes it "will soft-delete the list and its membership records." The list disappears from selectors and filters but the data remains as a historical record.

Feature	Tags	Lists
Color-coded label	✓	—
Where you create them	Settings → Tags	Lists page
Curated by hand	✓	✓
Auto-populated (dynamic)	—	Coming soon
Apply from contact detail sheet	✓	✓
Filter the contacts table	✓	✓
Delete is a soft delete	✓	✓