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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

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