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Adding Tags

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Adding tags to a Group or Client is achieved by the "Update Tags" action available against Groups and Clients.

To add a tag:

  • Go to the relevant View (Group or Client)
  • Select the rows you wish to add the Tag to (or leave blank for all in the view)
  • via the Actions button select "Update Tags"

 

  • Confirm if just applying to selected or "All" records
  • Choose the relevant tags you wish to Add
  • Choose the "Append selected tags for each client record"

 

Sample video

 

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