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Attaching a Tag to a Corporate Account in the Corporate Module

Updated

The following article reviews how to attach a Tag to a Corporate Account using the Corporate module (as opposed to the Tag Manager).

To attach a Tag to a specific Corporate Account, proceed to Operations > Corporates.

  • Click New to add a new account

    OR
  • Select an existing Corporate Account, and click Modify.

The Tag drop down allows you to select an existing Tag:

After selecting the Tag, click Post in the lower right-hand corner.

Creating a New Tag

If the desired tag does not appear in the list, and a new Tag needs to be created, click on the binoculars icon to next to the Tag box. This will open the Tag Manager, where a new tag can be created.

Creating a New Tag

To add a new Tag:

  • Click Add
  • Enter the Tag Name
  • Click Post

When done, close out of the Tag Manager, and return to the Corporate Module.

  • Click on the Tag drop down menu, and select the newly created Tag
  • Click Post to save
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