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This is a Astalty Premium feature.
Plan Manager tags are a flexible way to add key details to your Plan Manager.
To add an existing Tag to a Plan Managers profile click the + Add Tag button. This will open up the Tags list - if you can't see the Tag you need straight away, you may need to search for it.
Once you have found the tag you need, simply click it to attach it to the Organisation.
To remove a Tag from a Plan Manager, follow the same steps outlined above - if you click a Tag that is already assigned, it will be removed instead.
When searching for a Tag, if the Tag does not exist yet, you will be prompted to Create it instead. When you see the "Create: " prompt, simply click it or hit Enter on your keyboard to open up the Tag manager.
To update an existing Tag you can find the Tag you want to update in the Tag list and click on the edit icon. This will upon the Tag manager where you can then edit the Tag.
Warning - updating a Tag will update it for all Plan Managers
Updating a Tag will update that tag name and colour for all Plan Managers using that tag.
For those that have the admin role, Plan Manager tags can also be managed from the Directory Settings page.
