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?
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 from the List View?

You can also add or create a new tag instantly from the List View of a module.
Follow these steps to create a tag from the List View:

  1. Select the record(s) that has to be tagged.
  2. Click the Tag icon.
  3. You can either create a new tag or select an existing tag from the list.
  4. 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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