Commonly called skills or attributes our tagging system enables you to better qualify records throughout the database by applying your chosen tags.
A 3 tier hierarchy gives you loads of flexibility and the ability to structure and link your tags in a logical way so you can perform complex searches against all assigned records.
Creating and assigning tags couldn't be simpler.
These articles will show you how to add, edit and use tags to their full potential.
Creating, editing and deleting tags
Add or remove tags in bulk via baskets
When setting up your tag structure for the first time, first consider what kind of searches you are planning on running. Once you have a clear picture, create your tag structure. The golden rule when creating the tag structure is no-repetition of the same tag within the tag structure.
If you're unsure or want any assistance with your tags, please contact your account manager for further assistance.