6.3.9. Account Tags

Tags allow accounts to be organized loosely using various properties. Once tagged, the account can be filtered using the Tags. OfficeClip allows two levels of hierarchical tagging.

Tags can be accessed by going to the Summary of the Account Detail. Users who have adequate permission can associate existing tags with an Account or can create new Tags.

To associate a tag with accounts:

  1. Double-click on an Account that is to be tagged.

  2. On the right side on the Account summary, you will see Tags; click Add.

  1. Check the appropriate box and click Update Account.

  1. In the Account Summary, you will see the tag added.

  2. To edit a tag, click on Edit button and you can change the tags.

You can also Delete or Modify a tag group and Ungroup tags.

  1. To Delete a tag, select the tag you want to delete and click Delete.

  2. To Modify a tag group, select the tags for which you want to change the group and click Modify Tag Group. Then, enter the Group name you want to associate with your tag and click Save.

  3. To ungroup tags, select the tags you want to ungroup and click Ungroup.

To see more details of how to create a tag, click here.