Fund Tags

Create a Fund Tag
Add a Fund Tag to a Fund

Create a Fund Tag

  1. Select AdministrationAcquisitions AdministrationFund Tags.
  2. Click New Fund Tag
  3. Select a the library or branch the fund tag will be used by as the Fund Tag Owner from the drop down menu.
  4. Enter a Fund Tag Name

  5. Click Save

Add a Fund Tag to a Fund

  1. Select AdministrationAcquisitions AdministrationFunds.
  2. Click the hyperlinked name of fund you would like to add a tag to. The Fund Details screen will appear.
  3. Click on the Tags tab.
  4. Click Add Tag.

  5. Select the tag from the drop down menu and click Add.


Tags can be removed from funds by clicking the blue X beside the tag.


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