Tags

Tags allow you to quickly organize and sort through your Sales Orders and Quotes. In this article, we will walk you through how to create and use tags.

Creating a Tag

1. Navigate to Configuration > Settings > Tags.
2. Click on + Tag
   
3. Fill in the required fields and select a color.
   
4. Click Create.

Updating a Tag

1. Double click on the row or click ⋮ and click Edit.
   
2. Update the fields you would like changed and click Save.
   

Deleting a Tag

If you no longer need a tag, you can delete it from our system. When you delete a tag, the tag will be unattached from all related Sales Orders / Quotes.

1. Click ⋮ and click Remove.
   
2. Click Remove on the confirmation dialog.
   

Adding a Tag to Sales Order / Quote

To add a tag from the Order Detail Page, just click on the + icon on the top right side. Search and select a tag to add it to the Sales Order.

You can also add a tag from the Sales Order / Quote List Page. Just click on the Tags cell, click the + icon, search and select a tag.

Creating a New Tag On-The-Fly

If the tag you are searching for is not present, you can simply click on the + icon at the bottom of the list to create one.