Tagging is a great and efficient way of grouping or filtering different records in your database.
You can use Tags throughout Solomon, applying them to Businesses, People, Activities and Tasks.
How to create a new Tag
- Go to Settings
- Manage Tags
- Click New
- Type the Name of the Tag
You can associate the Tag to Businesses in the same create/edit Tag window. This is the most efficient way to add multiple businesses to an existing Tag. You can associate People and Activities (that have already been created) to the Tag in the same manner.
Save and Close, or to continue creating Tags - Save and New.
It may be useful to have a quick read of the below article explaining how to Tag all records in the Directory, so multiple records will be added to a brand new Tag all at once.