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Address Tags

TABLE OF CONTENTS

Address Tags

Address Tags – Add New Tag

  1. Below Address Information, click the “+” icon

2.  In the field, being typing desired tag 

3.  Hit enter on your keyboard and tag defaults to grey

 

Address Tags – Add New Tag with Color Selector

  1. Below Address Information, click the “+” icon

2.  In the field, being typing desired tag

3.  Click Create New Tag

4.  Select custom tag color

 

Address Tags – Add Existing Tag

  1. Below Address Information, click the “+” icon

2.  In the field, being typing desired tag 

3.  When a tag matches your search, click to add

Address Tags – Remove Tag

  1. Click on the tag you want to Remove

2.  Click the “x” to finalize removal


Chase Tags - Add Multiple Tags

1. Using the checkbox, select 1 or more Chases

2. Click Manage Tags

3. Select Tag Action: Add

4. Enter Tag

5. To finalize, click Confirm

6. To cancel, click Cancel


Chase Tags - Remove Multiple Tags

  1. Using the checkbox, select 1 or more Chases
  2. Click Manage Tags

3. Select Tag Action: Remove

4. Enter Tag

5. To finalize, click Confirm

6. To cancel, click Cancel



Chase Tags - Replace Multiple Tags

1. Using the checkbox, select 1 or more Chases

2. Click Manage Tags

3. Select Tag Action: Replace

4. Enter Current Tag

5. Enter Replacement Tag

6. To finalize, click Confirm

7. To cancel, click Cancel

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