Add a Tag
- To add a new tag, click on the + Add Tag button.
- Select a tag type from the Add/Select Tag dropdown menu.
- Enter or select the value of your tag.
- Click Add Tag.
- Repeat this process until all your tags have been set.
- Update the tag value at any time simply by clicking on the underlined text and editing it.
- Remove a tag by clicking the X next to it.
Add a Tag With Multiple Values
Tags can be configured in Settings to allow users to add a tag with multiple values. See Tags - Adding and Organizing in Settings.
If a tag has been set up to allow multiple values, the value dropdown menu will display checkboxes next to each value.
Example: you have a tag called Allergies that you use for Clients. It has multiple values of peanut, gluten, nuts, dairy. If you have a client with a gluten and dairy allergy, you can now create a single Allergies tag with both the gluten and dairy values listed. The tag would be formatted as Allergies: gluten, dairy.