Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

How to create a tag

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

2.In the opened window, enter the name of your new tag. The drop-down menu will display the tag types that you can create. Select tag type to finish creating a tag (Fig. 1).

Fig. 1 Creating a tag

scr_groups_add_new_tag.png 

As a result, a new tag will be created in Creatio . The currently opened record will be tagged with this new tag.

Note

When creating a tag, use the [+] button in the window or the “Down”, “Up” and “Enter” keys.

Note

If the combination of the type and the name of your new tag already exists, Creatio will not create new tags. In this case, the existing tag will be assigned to the section record.
The names of personal tags created by different users may coincide.

See also

How to tag a record

How to remove a tag

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