I don’t see in X9 that there is a way to tag references. Is there? Or, if not, can I use another field, like Keyword or label to accomplish this?
I never bother with tags, but always use the keywords and then smart groups to collect the records relating to that keyword. I can’t remember if X9 had tags. It was probably implemented in 20 when they did the major revamp to the detriment of the software, in my humble opinion. tags are pretty useless - again, in my opinion.