SAS® Customer Intelligence 360

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Create and manage tags

Learn how to create and manage tags, which are simple strings that you can associate with object instances, in order to manage content.

 

Global Tag Management

Navigate to Settings ➤ Search Tags to see the global tag lists. Existing tags are displayed in the table with the number of objects each tag is associated with.

Create a New Tag

  1. Click Create Tag.
  2. Enter a name in the New Tag dialog box.
  3. Click Save.
     

Edit a Tag

  1. Click Select, and select the tag that you want to edit. You can rename only one tag at a time.
  2. Click Rename, and enter a new name in the dialog box.
  3. Click Save.

Delete a Tag

  1. Click Select, and select one or more tags to delete.
  2. Click the Delete Selected Tag icon.
  3. Click Yes to confirm that you want to delete the selected tags.
     

Manage Tags on an Object

When you are viewing the Summary tab of an object, you can add a search tag or manage any tags that are associated with it.

Add a Tag

  1. Start typing in the Tags text field.
    If the tag already exists, it appears with similar tags in a drop-down list. Select the tag that you need from the list.
    If the tag does not exist, finish entering the tag and click Add to List. If the tag is new to the global tag universe, an asterisk (*) appears next to it.
  2. Save the object.
     

Remove a Tag

  1. Click the (x) that appears next to the tag’s name.
  2. Save the object.
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