Setting up Tags

Tags allow staff to label (or "tag") various records in the system. They can be configured under the Customers App > Setup > Tags.

Tags created in this area are available via quick lookup field in:

  • Individual Records

  • Organization Records

  • Committee Records

  • Chapter Records

  • Queries

  • Business Units (GL account creation)

To create tags:

  1. Navigate to the Customers App > Setup >Tags.

  2. Click Add New Tag.

  3. Enter the tag name.

  4. Click Save.

For more, see: Tagging Records.