Tags

The Tags feature helps you label and organize your data, just like using sticky notes to mark important pages in a book. Tags make it easy to group and find information quickly. For example, you might create tags like “VIP Customer”, “Follow-up Needed”, or “New Lead” to keep things organized.

When you open the Tags section, you will see a table that lists all the tags you already have. The table shows the tag name, when it was created, and quick actions you can take.

To add a new tag, click the “Add” button. A simple form will open where you can fill the form. Once saved, the new tag will appear in the table, ready to use.

If you want to export your tags, you can use the “Export” button. This lets you download all or selected tags into a CSV or Excel file, which is useful for sharing or keeping a backup.

To see the details of a specific tag, click on its name in the table. This opens a details sheet, where you can view the tag information. On this sheet, there is also an “Edit” button, which allows you to update the tag whenever needed.

Each tag in the table also has an actions button shown as a “…” (three dots) icon. Clicking on this icon gives you extra options:

• Edit – Update the tag details.
• View – Open and check the tag information.
• Delete – Remove the tag if you no longer need it.

Example: Imagine you run a franchise and want to track different types of customers. You can create tags like “Returning Customer” or “High Priority”. When viewing customer records, you can quickly see the tags attached to them. If later you decide to rename “High Priority” to “Urgent”, just click the tag name, open the details sheet, and edit it in seconds.