Add a Tag to a Note

Use tags to search your notes.

You'll need the Manage Notes permission among your responsibilities. To tag private notes, you'll need the Manage Private Notes permission.
Tags are created in System Settings. When attached to a note, tags allow you to more easily find it when searching.
  1. Sign in as an administrator or user with the appropriate permission.
  2. Locate and open the record you want.
  3. Click the Notes tab.
  4. Create a new note or edit an existing one.
  5. Click in the box below the note, and select a tag from the drop-down list.
    Note: Tags are set up in another window.

After you add a tag, you can enter it in the search box next to the Add Note button to locate notes more quickly. You can also search on a note tag when creating a report.