How do I manage tags?

Description:

Tags are a very sophisticated aspect of the system. Their use is to segment data, assist with search, and apply specific actions and functionality. They mainly apply when managing multiple customer sites under one account and assisting our scheduler in only sending the data you desire.

Add:

1. Log in to the portal
2. Click on the tags link on the left under the Configuration section
3. Click Options at the top right
4. Click Add
5. Fill out the required field of tag name (no other fields are required
6. Click submit

Edit:

1. Log in to the portal
2. Click on the tags link on the left under the Configuration section
3. Click the blue edit button next to the tag you want to edit
4. Modify the fields you want to modify (name is required)
5. Click submit button at the bottom

Activate/Deactivate/Delete:

1. Log in to the portal
2. Click the tags link on the left under Configuration
3. Select the square box to the left of the tag ( you can select as many as you’d like)
4. Click Options on the top right
5. Choose ‘Activate’, ‘Deactivate’, ‘Delete'