Assessed via the Settings menu which is available by clicking on the icon ( 
) located in the the top-right of the application.
Tag Folders
These are optionally used to provide a grouping facility of similar tags. Folders can be visually expanded or collapsed by clicking upon the folder icon. The current state of the folder is indicated by the arrow displayed in the middle of the folder icon. Pointing to the right indicates that the folder is collapsed, whilst pointing down indicates that the folder is currently displayed expanded. If there are no tags within a folder, then there will not be an arrow displayed upon the icon.
Note: A folder cannot be used as a tag within the application.
- Select the Tags option from the Settings menu.
- Click on the Add Folder button located at the bottom of the Tags page. An entry form is displayed to the right of the list ready for information entry.
- Enter a name for the folder. This should be provide a good indication as to the grouping of the tags (e.g. Marketing).
- Click on the Save button to confirm.
The application stores the information and adds the folder to the displayed list.
- Select the Tags option from the Settings menu.
- Select the Tag Folder to be removed from the list of available Tag Folders. The details of the selected Tag Folder will be displayed to the right of the list.
- Update the details of the Tag Folder as required.
- Click on the Save button to confirm.
The application updates the information including the information displayed in the list.
- Select the Tags option from the Settings menu.
- Select the Tag Folder to be removed from the list of available Tag Folders. The details of the selected Tag Folder will be displayed to the right of the list.
- Click Remove.
- Double check that the correct Tag Folder is selected and then click to confirm the Tag Folder removal.
The application removes the Tag Folder and the displayed list is updated.
Important: Removing a Tag Folder also removes all Tags within the folder.
Tags
Tags may be used within the application to mark captured informational record from monitored channels so they can be filtered and grouped together for collective analysis and/or engagement. Multiple tags may be given to a single record as required, allowing for a single piece of information to be interrogated from multiple viewpoints. Tags can be added into the application in either a flat or nested structure, allowing the filtering to be as simple or as complex as requirements dictate.
- Select the Tags option from the Settings menu.
- If the tag is to be added into a folder for grouping purposes, select the desired folder from the list.
- Click on the Add Tag button located at the bottom of the Tags page. An entry form is displayed to the right of the list ready for information entry.
- Enter a name for the tag. This should be provide a good indication as to the purpose of the tags (e.g. Sales Lead).
- Click on the Save button to confirm.
The application stores the information and adds the tag to the displayed list.
- Select the Tags option from the Settings menu.
- Select the Tag to be updated from the list of available Tag. The details of the selected Tag will be displayed to the right of the list.
- Amend the name of the tag as required.
- Click the Save button to confirm.
The application stores the updated information, including the information displayed in the list of tags and tag folders.
- Select the Tags option from the Settings menu.
- Select the Tag to be removed from the list of available Tag. The details of the selected Tag will be displayed to the right of the list.
- Click Remove.
- Double check that the correct Tag is selected and then click to confirm the Tag removal.
The application removes the Tag and the displayed list is updated.
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