Tags

The shared tag library — short labels you can attach to records to group or filter them your own way, alongside whatever structure the product already gives you.

When you would use this: marking a set of customers, or another record type the product lets you tag, with something specific to how your firm works — a priority, a source, an internal flag — that does not need a whole custom field or a customer group of its own.

Adding or renaming one: give it a name. Renaming a tag changes what every record already carrying it shows, immediately — there is no separate step to relabel each one.

Applying one: from the record itself, not from this screen — this screen manages the library; the record's own page is where a tag actually goes on or comes off.

A narrower view: seeing and applying tags needs only the read capability that most staff already hold from working with the records themselves; managing the library — adding, renaming, retiring — needs a further capability.

When it refuses: "You cannot manage tags" means you can apply them where you find them but not shape the library itself — ask an Owner or Admin.