geni crm tags

Tags are state labels on people or companies (e.g. Customer, Prospect). With no verb, geni crm tags lists them; the verb subcommands create, update, delete, and assign or unassign them to records.

list (default)

geni crm tags --type person

List the workspace tags. Filter to one kind with --type.

Flag	Notes
`--type <type>`	Only `person` or `company` tags.
`--json`	Machine-readable output.

create

geni crm tags create --json '{"name":"Customer","entityType":"company","color":"green"}'

Create a tag. --json is { name, entityType: person|company, color? }.

Flag	Notes
`--json <body>`	Required. JSON tag definition.

update

geni crm tags update tag_01HX --json '{"color":"blue"}'

Update a tag. --json is { name?, color? }.

Arg / Flag	Notes
`<id>`	Tag id.
`--json <body>`	Required. JSON fields to change.

delete

geni crm tags delete tag_01HX

Delete a tag.

Arg	Notes
`<id>`	Tag id.

assign

geni crm tags assign tag_01HX cmp_01HX cmp_01HY

Assign a tag to people or companies. The ids must match the tag's entity type.

Arg	Notes
`<tagId>`	Tag id.
`<entityIds...>`	Person or company ids to tag.

unassign

geni crm tags unassign tag_01HX cmp_01HX

Remove a tag from one record.

Arg	Notes
`<tagId>`	Tag id.
`<entityId>`	Person or company id to untag.