FAQs in this section
What are Tags?
What are the types of Tags?
How can I add a tag?
How do I rename a tag?
How do I delete a tag?
How can I unlink a tag?
How can I add a tag from the List View?
Where can I find the list of all tags?
How do I change a private tag to a shared tag?
Can I add five tags at once?
How can I create a list of records that have the same tag?

How can I add a tag from the Summary View?

Follow these steps to create a tag from the Summary View:

  1. Select a record from the List View of the module.
  2. Click the More icon next to the record name in the Summary View.
  3. Click the + icon in the Tags block.
  4. You can select an existing tag from the list or create a new one by typing the name of the tag.
  5. Click Add Tag

A new tag will be created and linked to the selected records.

To know more about Tags, click here.
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