How do I create and use Tags?
Creating and using Tags
To create a Tag:
-
Click "Tags Manager" in the sidebar
- Click "Create New Tag"
- Enter the name of the Tag
- Optionally, attach existing Locations to the new Tag
Tags can be used to group clinics together under any group of your choice. For example, you can create a Tag named Northern Clinics to group your northern clinics together, a Tag named Southern Clinics to group your southern clinics, and a Tag named All City Clinics to group all the clinics in a particular city together.
Once you create Tags, you can filter the different groups in Reports and generate custom reports for specific groups.