Go to Admin > Tags to assign one or more tags to a client, brand, title or file.
Tags enable you to define custom properties to augment the object with specific business attributes that can tie back to your Customer Relationship Management (CRM) system, as an example. In addition, tags can be used in making data conversion decisions later in the process.
In order to add an Tag to one of these objects, you’ll need to begin with creating and defining the tags.
Click on the Add Tag button.
The Add New Tags screen will appear. Enter a field name for the tag and click the Add button.
The new Tag will now display on the Tags tab.
Select the Data Type for the Tag.
Data Types are created by the system and include:
Data Types
String - text comprised of a set of characters that can also contain spaces, numbers or special characters. A street address is an example of a string data type.
Text - free form text such as a notes box
Domain - a limited list of choices such as female, male or unknown. Notice that a menu icon displays in the Domain column when Domain is selected as a data type. Click the icon.
In the Data Type drop down, select “domain.”
Click on the menu that appears to the right of the Domain Data Type
Enter one or more New Domains for the selected Tag, Select the Add button for each entry.
When you’ve completed the Manage Domain fields, click Close.
To remove a Field Domain, click the Trash icon.
Number - can contain a whole number or number with a decimal.
Date - a specified date such as a start or end date.
Boolean - one of two possible values denoted as either true or false (check = true, unchecked = false).
Note that each tag must be fully configured before it can be added to the Client Tags list.
Once a Tag has been created, a Trash icon will be available to the right of the Tag and when selected will remove the Tag from the Tags list. Once you’ve created your Tags, select the Save button.
Additional Tags can be added, updated or removed at any time and can be used as client, brand, title or file Tags.
To assign an Tag to a Client, Brand or Title go to Add/Remove Tags.