How can I add a tag from the Summary View?
Follow these steps to create a tag from the Summary View:
- Select a record from the List View of the module.
- Click the More icon next to the record name in the Summary View.
- Click the + icon in the Tags block.
- You can select an existing tag from the list or create a new one by typing the name of the tag.
- Click Add Tag.
A new tag will be created and linked to the selected records.
To know more about Tags, click here
© Copyright 2021 Vtiger. All rights reserved.