Modify Tags

Created by Erik Akerlund, Modified on Mon, 20 Feb 2023 at 02:30 PM by Erik Akerlund

Front Office > Deal Entry

Modify Tags

Tags can be changed from any given start date during a lifetime of a deal.

This is possible for the following Deal Types;

  • Loan/Depo
  • Caps/Floors
  • Leasing Loans
  • IRS
  • Bonds
  • Credit facilities
  • Fees

1. Select 'Modify Tags'

2. Select a Begin Date and add/change the Tags that you want. 

    Any Tags can be changed from a given start date (Begin date)

3. Press "OK"

The change of Tags will only have effect from the chosen 'Begin Date'. 

Note; In order to change the Tags the relevant transactions must be unlocked. 

(For example; deal must be unlocked if it is "Confirmed")

Permissions needed

The permission Modify Tags needed to change Tags on Deals.

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