Tags can be assigned to a company, client, candidate, vacancy and placement records. For this example, we are showing a client record.
- Select and open a record.
- Click on the ‘All Tags’ tab in the ‘Tag management’ panel.
- Tick the tags you want to assign to the record.
- Click on 'Save'.
- The assigned tags are now viewable in the ‘Assigned tab’.
Note - Deleting or moving tags in your tag structure will remove them from records already associated and may cause problems when using the Tag Search.
If you want to radically alter your tag structure, speak to our support team about the best way to do that.