Creating a tag

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To create a tag:

  1. Click Admin on the Dashboard.
  2. Click the Manage Tags link in the Maintenance section to open the Tags Admin tab.
  3. Click Create Tag.
     
    Customer Admin tab
     
  4. Enter the Tag name.
  5. Enter the tag Type.
  6. Select the Office from the drop-down list.
     
    Customer Admin tab
     
  7. Select the Associated Offices from the drop-down list.
  8. Select the Associated Organizations from the drop-down list.
  9. Click Save.