Modify Tags

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

Front Office > Deal Entry

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

This is possible for the following Deal Types;

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