Location Tags

Inside the Location List view, at the bottom, you will see a place for ‘Tags’. These are meant to assist in categorizing locations beyond standard Location Types, or municipality. For example, if you have a set of locations that are notorious for taking a long time to cover their Collection share, you might tag them as ‘Always pays late’. When you click on one of the Tags in the list view, the list is filtered by locations with that tag.

In order to add a tag to a location go to the Location View > Reference > Tags. Type some text you wish to assign to the location as a descriptor and press Submit, and save the location edit.

Once saved you will see the tag appear at the end of the location list view. Click on the tag, and the locations will be filtered by that tag.