How to manage Tags

You can quickly organise your available tags from Other Views → Tags

From here you can add a new Tag using the action button at the top right. If you click the title of a Tag in the list view, you will see all the details related to that Tag.

From this page you can quickly add a Tag to multiple providers, advisors and users using the Edit buttons on each column:

This will open an edit window where you can rapidly edit the records that have that Tag attached.