Manage tags

After reading this topic you will know:

  • How to create and edit tags.

  • Where to assign a tag to a client.

  • How to delete a tag.

Tags are a way to group and organise clients within Sage for Accountants.

For example, you could create a tag for late payers and assign it to a selection of clients. You’d be able to see on the client list a visual indicator of your late paying clients.

Create tags

You can create up to 5 tags.

  1. Select Settings, then Manage tags.


    Settings menu for Manage tags

  2. Select Create a tag.

    If you already have 5 tags, you won't be able to create another until you delete an existing one.

  3. Enter a name for the tag. Each tag much have a unique name and be no longer than 20 characters.
    Create a tag name and colour image

  4. Choose a colour for the tag.

  5. Select Save.

Assign a tag to a client

There are 2 ways to assign tags.

Assign a tag from the client list

  1. Find your client in the client list, then select Edit tags from the Actions menu.

  2. From the Assign tags list, select all the tags you want this client to have.
    Tag list to assign tags to client

  3. Select Save.

Assign a tag from the client record

  1. Select your client from the client list.

  2. From the Client actions menu, select Edit tags.

    Select Edit tags from the Client actions menu to add tags to a client

    Note:

    If this is the first tag you're adding, select Add tags to this client.

    Add tags client button.

  3. From the Assign tags list, select all the tags you want this client to have.
    Tag list to assign tags to client

  4. Select Save.

Delete a tag

You might want to delete a tag if it becomes irrelevant, or if you've reached the 5 tag limit and need to create a new one.

  1. Select Settings, then Manage tags.
    Drop down menu to manage tags

  2. Select Delete.
    Delete tag icon to delete a tag

  3. Select Save to delete.

    Deleting a tag that is assigned to any clients, will remove the tags from those clients.