Setting Up and Applying Office Tags

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens.

3. Click Manage Tags.

   The Manage Office Tags window opens and displays a list of all tags set up for your company.

   Only users with the Manage Tags access option can access the Manage Tags window.

4. Click Create New.

   A new row is added to top of the tag list.

5. Type the Tag Name for the new tag.

6. Type the Description for the new tag. The description should explain how the tag will be used.

7. Click Save.

   The new tag is added to the list.

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens.

3. Click Manage Tags.

   The Manage Office Tags window opens and displays a list of all tags set up for your company.

   Only users with the Manage Tags access option can access the Manage Tags window.

4. Locate the tag you want to edit. To search for the tag, type the tag name in the Search Office Tags field and click Find.

5. Click Edit.

6. Edit the Tag Name and Description, as necessary.

7. Click Save.

   The tag is updated with your changes.

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens.

3. Click Manage Tags.

   The Manage Office Tags window opens and displays a list of all tags set up for your company.

   Only users with the Manage Tags access option can access the Manage Tags window.
4. Locate the tag you want to delete. To search for the tag, type the tag name in the Search Office Tags field and click Find.

5. Click Delete.

The tag is deleted.

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens and displays a list of all active offices in your company.

3. To search for offices in the list, select a search filter from the drop-down list, select or type the search criteria, and then click the search icon (magnifying glass).

   The Market search filter searches the Regions set for offices in Office Setup.

   This list updates to display all offices that match your criteria.

4. In the list, select the check boxes for the offices you want to apply tags to.

5. Click Add Tags.

   The Add Tags to Offices window opens.

6. Select how you want to add the tags.

   • Select Tags — Select the check box(es) for one or more tags in the drop-down list and click Select. Only tags not already assigned to the selected office(s) are displayed in the list.

   • Copy Tags from Office — Click an office in the drop-down list and click Select. Only active offices are displayed in the list.

   • You can type in the drop-down fields to filter the lists.

   • The maximum number of tags you can add is 20.

   The tags display in the Selected Tags field. To remove a tag from the field, click the X next to the tag name.

7. Click Add Tags to Office.

   The tags listed in the Selected Tags field are added to the office(s). The office list in the Office Tags window updates to display the tags you added.

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens and displays a list of all active offices in your company.

3. To search for offices in the list, select a search filter from the drop-down list, select or type the search criteria, and then click the search icon (magnifying glass).

   This list updates to display all offices that match your criteria.

4. In the list, select the check box(es) for the office(s) you want to remove tags from.

5. Click Remove Tags.

   The Remove Tags from Offices window opens. The Select Tags to Remove drop-down list displays all the tags currently applied to the selected office(s).

6. Select one or more tags from the drop-down list and click Select.

   You can type in the drop-down field to filter the list of tags.

   The tags display in the Selected Tags field. To remove a tag from the field, click the X next to the tag name

7. Click Remove Tags from Office.

   The tags listed in the Selected Tags field are removed from the office(s).

You can quickly add and remove tags from individual offices using the Edit feature in the Office Tags window.

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens and displays a list of all active offices in your company.

3. To search for offices in the list, select a search filter from the drop-down list, select or type the search criteria, and then click the search icon (magnifying glass).

   This list updates to display all offices that match your criteria.

4. Locate the office you want to edit and click Edit in the far-right column.

5. Perform one or both of the following, as necessary:

   • To remove a tag from the office, click the X next to the tag name.

   • To add a tag to the office, click the drop-down list and select the check box next to each tag to add.

6. Click Save.

   The edits you made are applied to the office.

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens.

3. Click Manage Tags.

   The Manage Office Tags window opens and displays a list of all tags set up for your company.

   Only users with the Manage Tags access option can access the Manage Tags window.

4. Click View Tag History.

   The View Tag History window opens and displays a list of all tag-related events. To sort the list results, click a column heading.

5. To search for events in the list:

   1. Select a search filter (Event, Updated By, or Updated On).

   2. Select an Operator (Starts With, Contains, or Equals To).

   3. Type the text to search for.

   4. Click Find.

The list updates to display only events that match your search criteria.

1. Open the Company Information window. See To open the Company Information window.
2. Click the Office Tags link for your company.

   The Office Tags window opens.

3. Click Export to CSV.

   AcuityLogic exports the list to a CSV file.