Manage Tags
Tags are keywords or terms that add context to your Notes/Comments to assist with reports and filtering.
To insert, edit or delete tags
- On the left icon bar, click the Administration icon .
The Administration page is displayed.
- Scroll down the Administration page and click Tags.
- To insert a tag, click the arrow next to the Plus icon for the required tag.
A drop-down menu is displayed.
Note: You can click the Edit or Delete icons to modify/delete the required tag.
- Select Insert At Top or Insert At Bottom as per the location required.
- Type the tag name as required.
- Click the green Save icon to save new tag.
- Click Save.