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How can I add a tag from the Summary View?

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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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