ADD THE TAG UNDER SETTINGS
Click Settings at the top right to add and edit your tags.
Select the tab that you want to add tags to (if you want to add tags on the People view or the Organisations view).
Click on Tags, then click on +Add Tag
Type in the name of the tag, and click on the Save button. You can create as many tags as you want to.
Edit the name of a tag by clicking the edit pencil, then clicking Save when you have made your changes.
You will receive a confirmation message asking if you want to proceed with updating the name of the tag on all existing records.
Click Confirm to proceed.
Delete a tag by clicking the rubbish bin icon. You will receive a confirmation message asking if you want to proceed with deleting the tag on all existing records.
Click Delete to proceed.
APPLY THE TAG
Apply filters as required to reduce the number of returned results (See Create a New Filter).
Select those records from the returned list you want to add a tag to.
Click Apply Tag.
Tick on an existing tag to select it.
After selecting the tags you want to apply, click Apply.
A confirmation message will appear, click on Proceed.
Your view will refresh to show the selected tags against the record.
