List all Records where a Tag is used

This article explains how to view all the records in the Fortix system that has a particular Tag assigned to it. A unique and handy feature – exactly why Fortix is a time-saving tool.

Navigate to the Tags page by clicking on Tags Menu. The Tags page opens with a list of current TAGS created in the system. In the row of the Tag under investigation, find the column NUMBER OF RECORDS on the right-hand side of the screen.

Click the Number that is underlined.

The Records for “Tag page is opened displaying a list of RECORDS that has the selected Tag assigned to it. The Column RECORD TYPE will show the types of records where this Tag is used. E.g. Contact type, Project, Invoice etc.

To remove a Tag from a record, click Delete at the end of the row on the right-hand side in the Tag row.


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