Table of Contents

Search

  1. Preface
  2. Introduction to Informatica MDM - Customer 360
  3. Getting Started
  4. Adding Records
  5. Finding Records
  6. Editing Records
  7. Importing Bulk Data
  8. Working with Drafts
  9. Viewing Tasks
  10. Participating in Review Processes
  11. Managing Tasks
  12. Resolving Duplicates
  13. Investigating Data Changes
  14. Investigating Relationships
  15. Creating Customer Profiles on the Customer Portal

Adding a Tag

Adding a Tag

Tags are a way to associate a label or information to your customers. You can add tags to a customer in the dashboard view.
  1. Search for a customer.
  2. Select the customer to which you want to add the tags.
  3. In the
    Tags
    panel, click
    Add a Tag
    .
  4. Enter the tag that you want to add to the customer, and click
    Add
    .
  5. Repeat step 4 until you add all the tags to the customer.
  6. Click
    Done
    .
    All the tags are added to the customer.