Data Management & Reporting
Tagging
Tagging allows for flexible classification of records. Tags are not bound to a specific hierarchy and are shaped according to user needs.
Tagging methods:
- Creating tags through the Tag concept
- Adding by typing in the Tag field on the record form and pressing Enter
- Bulk tag assignment by selecting multiple records in the list screen
When a tag that has not been created before is entered, the system automatically creates the tag.
Tags:
- Can be used in filtering and search processes
- Allow you to quickly group similar records