System Tags: Adding and Removing Tags from Records

Adding a System Tag to a Record

1. Open the Contact Record
2. From the right-hand pane, select the Red 'pen' icon next to 'Tags'
3. Click the Grey drop-down box with the 'Tag' symbol
4. Select a Tag from the drop-down
5. This will add the selected Tag to the 'Tags' list
6. Click 'Save Tags'

Adding an adhoc Tag to a Record

1. Open the Contact Record
2. From the right-hand pane, select the Red 'pen' icon next to Tags
3. Free type the Tag name
4. Press enter on your keypad to add the Tag to the list
5. Once adhoc tags have been added, click 'Save Tags'

Removing a Tag from a Record

1. Open the Contact Record
2. From the right-hand pane, select the Red 'pen' icon next to Tags
3. Click the 'x' next to the Tag you want to delete
4. This will remove the Tag from the 'Tags' list
5. Click 'Save Tags'