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
Users who have adequate permission can associate existing tags with
Account or can create new
To associate a tag with accounts:
Double-click on an
Account that is
to be tagged.
On the right side on the Account summary, you will see; click .
Check the appropriate box and click.
In the Account Summary, you will see the tag added.
To edit a tag, click onbutton and you can change the tags.
You can also Delete or Modify a tag group and Ungroup tags.
To Delete a tag, select the tag you want to delete and click.
To Modify a tag group, select the tags for which you want to change the group and click. Then, enter the Group name you want to associate with your tag and click .
To ungroup tags, select the tags you want to ungroup and click.