Creatio base
This documentation is valid for Creatio version 7.14.0. We recommend using the newest version of Creatio documentation.

How to tag a record

3.Open a record that you want to tag, for example, a contact page, and click the btn_com_tag.png button.

4.In the opened window, start entering the name of the existing tag that you want to assign to the selected record. The drop-down list will show the tag search results. Select your tag (Fig. 1).

Fig. 1  Tagging a record

scr_groups_tagging.png 

As a result, the selected contact will be tagged.

Note

To view the full list of tags, press the “Down” key while the cursor is in the empty [Tags] window string.

To filter records by tags, click the btn_com_tag_in_section.png button in the filter area. Place the cursor in the opened window and select your tag from the list (Fig. 2). You can also enter the tag name manually.

Fig. 2 Selecting a tag to filter section records

scr_groups_tags_filtration_select.png 

As a result, the section records will be filtered by the selected tag.

See also

How to create a tag

How to remove a tag

Did you find this information useful?

How can we improve it?