Create a Tag

Tag records with descriptive terms to group similar records together. Examples of product tags include: EntreeBeverageVegetable, and Condiment.

To create a new tag:

  1. From the Xenial Portal, select Data Management.

  2. From the Back Office Settings menu, select Tag.

  3. Select New Tag.

  4. In the Name field, type the tag name.

  5. In the Tag ID field, type a unique identification code for the tag.

  6. In the External ID field, type an alphanumeric external ID value for the tag. This value is used to facilitate export files for external systems.

  7. Select the Background Color field to select a background color for the tag. Using a color identifier enables users to quickly identify trends and associated records.

  8. In the Text Color field, type the color for the tag text.

  9. In the Usage field, select the modules where this tag is available for use.

  10. Select Save.