General

How to Tag an Account

Tagging in ASG allows you to group together various components to then filter down to in the corresponding report. 

  • The Tags are completely customizable
  • Type in what you'd like your tag to be and then click Return or Tab on your keyboard to create
  • As you begin typing, you may notice other tags populate as suggestions; this is how you can see what tags are already in use
  • You can delete tags by removing all instances of the tag in the system. 

Account Tags

  • These tags can be added on the account page:
Screen Shot 2021-10-12 at 12.00.49 PM
  • You can filter for these tags by using the Has Tag field in the search menu:

Screen Shot 2021-10-12 at 12.09.43 PM

Related articles:

How to add bulk tags

Searching for Tags