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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