UNIT TAGS
1. Click on "Units" in the left navigation bar.
2. To add a tag to multiple units, use the check box to select the units on the left of the units page.
3. Other Actions at the bottom of the page
4. Add Tag(s)
5. Type in your new tag then click enter on your keyboard. To add another tag type in the text and click enter again on your keyboard.
6. To use a tag click on the Units page and filter by tag. Type in your tag text and the associated units will filter to the page. You can email/text or create invoices for these specific units. Tags can also be used on the Invoices tab, Documents, Mail Room, Broadcast and Surveys.
PEOPLE TAGS:
1. People
2. Select the owner names using the checkbox
3. Other Actions
4. Add Tag(s)
5. Type out your tag text -> hit enter on your keyboard. You can add multiple tags. Just type the text and hit enter each time.