How to create Tags under the Cash Management app?

Updated on February 11, 2021 07:15AM by Admin

Apptivo CRM allows its user to create Tags across its objects and modules. Tags are nothing but labels that are associated with the Cash Management app to help you organize the bank and bank accounts in a personalized way. It allows you to create multiple tags from the creation page and also update the existing ones.

There are two types of tags available:

  • App Tags - These tags are app-specific. They can be accessed only within the Cash Management App.
  • Global Tags - These tags can be accessed throughout the apps in Apptivo.

Steps to Create Tags

  • Go to the Cash Management App.
  • Click on the“More (...)” icon and select “Settings”.
Cash Management

  • On the Settings page, click on the “General” and select “Tags”.
  • Click on the “Create” button.

  • In the create tag popup and specify the Tag Name.
  • Select App Tag.
  • Click on “Create” to complete.
Create Tag

  • You can view the created tag on the list. Mouse over the created tag. You can edit or delete the tag name using "Edit" or "Delete" icons, whenever required.
Tag Created