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?
Table of Contents
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:
- Select the record(s) that has to be tagged.
- Click the Tag icon.
- You can either create a new tag or select an existing tag from the list.
- Click Add Tag.
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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