Account Tags

A look at how to use the Account Tags feature

Account tags allow you to provide labels for accounts within the Subgraph. They can then be used to search for accounts.

Creating a Tag

To create a tag, follow these steps:

  1. Click on an account. This will open the Account View panel on the right side of the screen.
  2. Click the + button to open the Tag Editor View.
  3. Enter a tag and value for the tag. For instance, you could use Name and Chris to provide a name for the given account.
  4. Click CREATE to save the tag.

Searching by Tag

Once a tag has been created, you can search for the account using the Search Bar and entering the tag. To do this, follow these steps:

  1. Click on the # button in the Search Bar to search by tag.
  2. Enter the value to search for. For instance, if you wanted to find the account with the name of Chris, you would enter Chris.
  3. Hit ENTER to search.
  4. If there are multiple accounts with the same tag value, then a popup will appear listing each account. You can click on the account in this view to open the Account View panel.
Search by Tag

Account Lists