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

    images/administration/fund-tag-1.png
  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.

    images/administration/fund-tag-2.png
  5. Select the tag from the drop down menu and click Add.

Note

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

images/administration/fund-tag-3.png

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