Client Tag Details

Client Tag Details

Purpose

To create a list of categories / labels against the client which may be used to group clients for reporting purposes.

Tags are user-definable and multiple tags may be applied against the clients. Tags must comply with a structure of Category: Subcategory: Description (e.g. CreditScore:AA). The Description is not mandatory.

Access

  1. Client | Access Clients | Client Browse |  | Client Details | 
  2. Client | Access Clients | Client Browse | 

Dialog Details

Creating a New Tag

Tags are added directly from the Client Tags Details dialog by typing in the required Category: Sub-Category : Description and then pressing the [Tab] key on the keyboard.

Note: Care should be taken to ensure that the tag is completely correct before tabbing, as ones it has been added, it cannot be edited or deleted.

Adding Established Tags to the Client

Example:

The following tags have already been created and applied to a client:


They can now be selected from a drop down list on a new client by entering the first letter(s) of the category:




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