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 multiple 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?
Table of Contents
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.
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