Documentation Index

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Adding Tags to People Records

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  1. Navigate to the People section.

  2. Find the person you want to add a tag to.
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  3. Click the Tags button with the pencil icon.
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  4. In the Tags section, start typing the tag name.
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  5. Select the desired tag from the suggestions or create a new one within the existing tag header.

  6. Click Save to apply the changes.
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