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Create Interest Tags
To relate interest tags to notes, create tag categories, and then create interest tags in those categories.
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create and edit interest tags: | Interaction Summary |
You can also create and assign interest tags while you create an interaction note, or
from the Interaction Summary tab, by clicking 
for an interaction summary record.
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Create interest tag categories.
- From the App Launcher, find and select Tag Categories.
- Click New.
- Enter a category name. For example, enter Confidentiality.
- Enter a description.
- If you're creating a second-level or third-level tag category, select a parent category.
- For Level, enter 1, 2, or 3.
- Select an icon to represent the tag category.
- To activate the new category, select Is Active.
- Save your changes.
- Repeat these steps to create additional tag categories.
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Create interest tags.
- From the App Launcher, find and select Interest Tags.
- Click New.
- Enter a tag name. For example, enter Internal.
- Enter a description.
- Select a tag category.
- Save your changes.
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