A tag is a keyword or term assigned to a Partner and are used as a means to organise the companies that you work with.

We suggest to tag your Partners with important identifying information (e.g. you can tag your Partners with their rate levels or percentages to keep your companies organised, and for when you issue your rates).


To assign a tag to your Partner from the Partner List:

1. Click on the Partners menu, then Partner List

2. Click on the More Actions button beside the Partner that you'd like to tag, then click Manage Tags. Note: You can also select multiple companies if you'd like to add the tags to multiple partners.

3. Type anything you want in the text area, click to create the tag (if it's a newly created tag) and Save.


To assign a tag to your Partner from the Partner Details:

1. Click on your partner's name to open their Partner Details page
2. Click to edit your tags
3. Type anything you want in the text area, click to create the tag (if it's a newly created tag) and Save.

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