FAQs in this section
What are Tags?
What are the types of Tags?
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?
How can I add a tag from the Summary View?
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?
Table of Contents
Follow these steps to create a tag:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Go to My Preferences.
- Click My Tags.
- Click the +Add Tag button.
- Provide the tag name.
- To make the tag public, enable the Share Tags checkbox.
- Click Save.
A new tag will be created and linked to the selected records.
To know more about Tags, click here.Was this FAQ helpful?
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