The new Tag Bank function allows users to create and manage a repository of commonly applied tags. Instead of manually creating tags every time, users can now create a tag in the bank and then select it from the tag options when adding tags to a commission schedule or transaction.
Creating the brokerage’s bank of tags is simple! Accessed from within the Brokerage Settings page, the Tag Bank page is where users can add and manage the user-defined tags in the system. Tags can be generated by utilizing the Add Tag button as shown in the illustration below, and users can create, edit, and delete tags using the options on the page.
Required Modules: Commissions
User Permission Levels: Accounting, Admin, System