Create tags to aid classification, mark ownership, note boundaries, and improve group search of unrelated records. This article explains various ways to create tags in Fortix.
When assigning tags to a record in Fortix, it’s not necessary to Save that record.
The Tag field can be used as a filter so that all the records in a specific List View like Customers, Work Requests, Opportunities or Projects can be viewed.
Use the mouse to hover over the Tag to see the user, date and time they assigned a tag to the record.
Tags are created each with a Unique Id, eg.if you would have 10 tags with the same name all of them will be listed. If you are using “No Marketing” tag with id 40 and “No Marketing” tag id 41 on contacts and exclude only “No Marketing” id 41 the contacts where tag id 40 is used will not be picked up.
Create Tags on the Tag page
Click Menu Option Tags under Dashboard. This opens the Tags page and a list of current Tags is displayed.
The addressbar link is: /?tags
On the right-hand side Click + sign to Add New tags.
The Tags page opens with the ADD TAG form.
Add the Name of the Tag to be created then choose a colour from the Colour Picker.
Click SAVE to commit these changes to the system
Create Tags from Contacts or any other data set.
Open the Contacts Page and select a contact. Click the Tag Icon.
Type the New Tag Name in the Search / New Tags field. Click on the Name.
The New Tag is displayed next to Contacts – with no Colour. To edit, double Click the Tag.
Click on the paintbrush to edit the colour.
Pick a Colour and click OK to commit the change.
Click SAVE.
The New Tag is now displayed.
If you have questions regarding this feature, drop us a line on support@fortix.systems.You can access more helpful articles here.