How do I tag a record?

  1. A List of Records
  2. Cherry Picking Records
  3. Dragging a Record to a Tag
  4. Drag a Tag to a Record

A List of Records

After running a search a user can click on the Tag button at the top or bottom of the Results page and the Tag Options modal will open allowing the user to tag all records from this search along with the ability to choose which Tag or Tags they want assigned to this list of records. 

Cherry Picking Records

After cherry picking records a user can click on the Tag button at the top or bottom of the Results page and the Tag Options modal will open allowing the user the option of tagging "All", "Selected" or "Not Selected" records along with the ability to choose which Tag or Tags they want assigned to the cherry picked records. 

Dragging a Record to a Tag

A user can drag one record from the Results page to a Tag name in the Left hand navigation and that record will be tagged. The user will be able to view this happening on the web page.

Drag a Tag to a Record

A user can cherry pick records or drag a tag to a single record, this will allow the user the option of tagging "All", "Selected" or "Not Selected" or "Current Record" the website will auto select the Tag name. The user will have the ability to choose additional Tag names they want assigned. The user will be able to view this happening on the web page.

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