Customized tags help you search and organize your notes in the Notes Library and Workspace. It allows for an additional level of organization.
How to create tags:
1. Navigate to “Settings” > “Tags.”
By default, you will only see a “Client” tag on this list if you have not added any tags.
2. Create a new tag. Don’t forget to add a description so you know what is the purpose of this particular tag.
3. You can edit the tags by clicking on the green Pencil icon on the right (Edit), or delete the tags you don’t want anymore by clicking on the red eye icon.
The deleted tags are stored in the Archive, and you can restore them at any time by clicking on the green Eye icon.
How to tag notes:
1. In the "Meetings" under your selected contact, add a note and click the "Actions" button. Select "Tag Note." You can add existing tags or create new ones here.
2. To add a tag to a note, allowing it to be already tagged when adding it to a contact, go to the Notes Library, select the note, and click on the Pencil icon (Edit). In the new window, click "Tag it" on the left, add the desired tags to the note, and press Save.
Now, whenever you add this note to a contact, these tags will automatically be attached to this note.
