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CatalogIt Quick Tips

671 bytes added, 23:02, 21 September 2021
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Tags are a special class of Profile that can be thought of as "post-it" notes which you can attach to your Entries. Some useful tags might be, "Needs more photos" or "Needs dimensions."
To create your Tagsa Tag while editing or creating an Entry, follow these steps:* from click on the Main Menu (the three horizontal bars "tags..." icon in the upper left) select "Profiles"* select the "Tags" iconright corner* click on the + button in the upper right to create Edit Tags popup screen* give your Tags. Tag a name and if you wish, a description* click Create
Once you've created them here your Tags they will be available to you when you are creating or editing an Entryyour Entries.
This soundless video demonstrates the process of creating and using a Tag:.
[[File:Create a Tag-tag.mp4|600px|Create and Use A Tag]]
== Creating a Report from Profiles ==
Here's a quick video that shows the entire process (note: this video does not have sound):
[[File:Editing -a Profile-profile.movmp4|600px|Editing a Profile record]]
== De-duplicating and Consolidating Profiles ==
[[File:Download Image.mp4|600px|Download an Image]]
 
== Using the Hierarchical Category Profile ==
You can use the Category profile to create your own, customized hierarchical categories within your collections. Here's how:
* While editing or creating an Entry, at the "Category..." field, click the "+" button at the right side of the field
* Give your new Category a name, and if you wish, a description and even "also known as"
* Attach it as a "Subcategory of..." a "parent" Category you'd previously created, or create the new Parent category
* Click "Create" in the upper right-hand corner.
Here's a short video demonstrating the process- take a look!
{{#evt:
service=youtube
|id=https://youtu.be/gRG-yRyyTpQ
}}
== Creating Hierarchical Places ==

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