FAQs in this section
Can I approve a record from the Summary view?
How can I export a record from the Summary View?
What is the Summary View?
How to share a document from the Summary View?
Can I set Summary View as my default screen to view records?
What does the +New button do?

How can I add a tag from Summary view?

Follow these steps to create a tag from the Summary View:
  1. Select a record from the List View.
  2. In the Summary View, Click on the more icon next to the record name.
  3. In the Tags block, Click the + icon.
  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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube