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Adding a Tag to a Client record can help to categorise records for searching.
 
To assign a Tag to a Client record, locate the record you wish to assign the Tag to.
 
Click on the Skills & Tags tab.
 
Click on the Add Existing Tag button.
 
In the Search field, enter the name of the Tag you want to assign. 
 
 
 
 
Click on the desired Tag from the list returned and click on Add.
 
You will now see this Tag listed in your Client's Tags section.
 
 

Click Save or Save & Close when you are finished.