Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

IDI version 26.8 is now available.  Click here for details: IDI Updates.

Account Tags Tab

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This is done via a new Tags tab in the InfoCenter.

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  • Click the tab to display a form for managing tags on the account.

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  • Click + Add Tag. This displays a Tag Selector. Any tags created via MANAGE > Account Tags will be available for selection.

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  • Select the applicable tag and then click Add Tag.

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    Below shows the tag added.

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  • Once added, you can remove the tag from the account as needed by clicking Manage Tags and then clicking the red delete (X) icon.

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