Tags are a powerful tool that can help you organize and filter through your Raynet database.
We strongly recommend using them because they have several advantages:
one record can have several tags at once,
tags can be found in all types of records except Price Lists,
when filtering by tag, you can specify certain conditions (find out more in the section Filtering by tag).
You can always find tags on the record detail card, for example for a Client, in the left-hand Basic Information panel.
Creating a new tag
Open the record detail card and, in the Basic Information » Tags panel, click the pencil button and enter the tag name. The system will offer you the option to Create a new tag. Click this option to create the tag.
Assigning an existing tag
Open the record detail card again. In the Tags section, click the pencil icon. When entering the name, autocomplete will suggest already created tags. Just type the first few letters or choose from the suggested tags.
Filtering by tag
Use the Filtering button to find records marked with a specific tag, for example, Accounts.
In Filtering, first select one of the options for filtering by tag. There are three options to choose from:
is – records must contain this tag,
isn't – records must not contain this tag,
variable – records must contain at least one of the variable tags (if you enter more than one).
Start typing the name of the tag. The autocomplete feature works here, too, so you will see the tags when you write the first few letters.
The list will be automatically filtered. It is also possible to Save the filter.
Adding tags to multiple records at once
You can add tags to multiple records at once with one of the Mass Edit features.
1. In the list view (e.g., Accounts), check all the Accounts you want to add the tag to.
2. Click on the Edit button » Add/remove tags
3. The Mass Edit box will appear on the right.
4. Find the tag and add it. You can also remove multiple tags at once in the same box by clicking on the small X next to the specific tag.
5. Finalize the edit by clicking the Confirm button.
Deleting tags
To remove a tag from a specific record, click the pencil button and then click the cross next to the selected tag. The removal must be Saved.
Editing tags
If you want to delete or rename tags, you can do so in Settings » Tags.