Tags are the best ways to categorize your transactions, To-dos and Closing To-dos. It is used across all the modules. You can create them once and use the same in a To-Do, Close, and also transactions in the Clean-up Mode. You can also set the customized color for your tags to colorfully identify and quickly categorize your data.
Tags are managed at the Firm Level. i.e. You can't have client-specific tags.
Create, Rename, and Delete the Tag
You can create, delete and edit the tag from the To-do, Closing To-do screen.
When you click on the Tags icon, you will see an option to Add New, and click on three dots next to the tag name to rename and delete the same.
