Tags

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Features

• Search:
  • Lookup Type – Selects the category/group under which tags are organized (e.g., Contact).
  • Search Tag – Search for a specific tag by name.
• Tags List: Displays all tags with:
  • # – Serial number.
  • Name – The tag name.
  • Group – The category the tag belongs to.
• Actions:
  • Edit (✎) – Modify a tag’s details.
  • Delete (⊖) – Remove a tag from the system.
• New Tag: Add a new tag under a specific group. The New Tag page allows administrators to create new tags that can be used across the system for organizing and categorizing records.

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Fields

• Name* – The name of the tag (required).
• Group* – The group or category under which the tag will be classified (required).

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Actions

• Save – Creates and saves the new tag.
• Done – Completes the process and returns to the tag list.