The best way to do this would be to use Tags or Keywords. Refer to Tags and Keywords.
Articles in this section
- Why does the Drawer in FYI not display as expected?
- How can we categorise emails and documents within a work type (for example invoices) that relate to different contractors?
- Can I save an email or document to multiple clients, but only have one instance of the email/document?
- Can I link to a file from a third party site?
- How can I confirm that an email or document is successfully marked as sent?
- How to prevent the message "Some files contain viruses that can be harmful to your computer. It is important..."
- Error "Failed to verify user identity, please log out and back into FYI before trying again"