Groups and Tags Webinar
Groups and Tags - Recorded Webinar
In this webinar we will show you how to use Groups & Tags to categorise and customise data relating to profiles according to your preferences. Tags are then used to simplify reporting and assist with easily finding information relating to specific profiles in Property Tree.
What will we cover in the webinar?
- How do groups and tags work & what is their purpose
- How to set up the group and what each type means, what happens when selected
- How to set up the tag & how to assign to profiles
- How to generate a report on the profiles assigned to a tag or not assigned to a tag
- How to use tags to break down for specific data on reports, for example a large owner or a full complex
- How to use mail merge with tags
You will walk away from this webinar with tips and tricks with tags that will bring out specific data for reporting or to assist in finding information easier.