Adding a Tag to a Client record can help to categorise records for searching.
To assign a Tag to a Client record, locate the record you wish to assign the Tag to.
Click on the Company Information tab > Tags.
Click on the Add Existing Tag button.
There are four ways to search for a Tag:
- Type in the Look for records textbox to return tags that begin with your search term. For example, 'dev' will bring back tags such as 'developer', 'development', 'Devon', 'DevOps', 'Deviations'. It is not case sensitive.
- Select the ⌕ magnifying glass to return a list of all available tags in alphabetical order.
- Add a +New Tag. A modal window will open, fill in all required fields. After saving and closing, this tag will be added into the original text search box, but you will still need to click the Add button to add it to the Client record.
- Use Advanced Lookup to search for tags. Search by 'Full name', 'Name', 'Parent Tag', 'Is node?', or filter by 'Only my records'.
Click Save or Save & Close on the Client record when all Tags have been added.