Tags

Tags provide a flexible way to categorize, prioritize, and segment records across YoPrint. By assigning color-coded labels, your team can quickly identify VIP clients, rush orders, contract accounts, and special fulfillment instructions.

YoPrint operates a single unified tag pool shared across Customers, Sales Orders, Quotes, and Purchase Orders. Any tag you create in Settings or add on the fly to a record becomes available across these four record types (tagging is not used on individual jobs, invoices, shipments, or tasks).

Manage the shared tag pool in Settings

1. In the main navigation, click Configuration.

   

2. Select Settings.

   

3. In the Settings sidebar, click Tags to open the Setting Tag page.

   

4. On the Setting Tag page, review your existing tags and color badges in the tags table.

   

5. In the top-right corner, click + Tag to create a new tag.

   

6. In the Name field, enter a descriptive label (such as "VIP Client" or "Rush Order").

   

7. Choose a tag color using the preset swatches, the color slider, or a custom hex code. YoPrint automatically sets the badge text to black or white to guarantee high-contrast readability against your chosen background color.

   

8. Click Save to add the tag to your shared pool.

   

9. To update an existing tag, click the More actions button (...) at the right end of its row.

   

10. Select Edit to modify the tag name or color.

    

11. To delete an obsolete tag, click the More actions button (...) at the right end of its row.

    

12. Select Remove.

    

13. In the Remove tag? confirmation dialog, click Remove to permanently delete the tag.

    

    Deleting a tag permanently removes it from your account and detaches it from all associated customers, sales orders, quotes, and purchase orders. The confirmation dialog does not display the count of attached records before deletion; search or filter by that tag first if you need to verify which records currently use it.

Apply tags to customers and orders

You can assign tags directly from table lists or inside individual customer records, quotes, and sales orders.

1. In the main navigation, click Sales.

   

2. Select Customers.

   

3. In the Tags column, click anywhere inside the customer's tag cell (or click their existing tag badges) to open the tag popover.

   

4. In the popover, select an existing tag from the suggestions list (allow a moment for your saved tags to populate if the list briefly shows "No results found").

   

5. To create a new tag on the fly, type the name into the search field and select Create tag for <name>. Newly created tags receive a default neutral gray color. To assign a custom color or rename the tag later, open Configuration > Settings > Tags.

   

6. To detach a tag from the record, click the x icon on its tag chip.

   

7. Review the customer list to confirm that the assigned tags appear as colored badges.

   

   You can also manage tags inside a customer's detail drawer (open it by double-clicking the customer's row in the table or clicking More actions > View). Beneath the customer name, click Add Tag to attach tags, or click the x on an existing tag chip to remove it.

   The same tag selection, creation, and removal workflow applies to sales orders and quotes. Tags are independent to each record and are not automatically inherited; tagging a customer does not automatically attach that tag to their quotes or orders.

Filter and search records by tag

Filtering by tag helps you isolate specific account groups, such as wholesale clients or active contract accounts, and save those views for daily team access.

1. In the left sidebar of the customer or sales order list, click Filter.

   

2. In the filter dialog, click Add Filter.

   

3. In the Select a filter dropdown, select Tag.

   

4. With the operator set to in, click the value field and select your tag (such as VIP Client). The in operator matches records containing any of the selected tags, and you can select multiple tags in the value field. To exclude records with specific tags instead, change the operator to not in.

   

5. In the Filter Name field, enter a descriptive label (such as "VIP Customers").

   

6. Click Create to save the filtered view in your sidebar. Saved views are shared team-wide and appear in the sidebar for all staff members across your shop.

   

   Clicking Run Filter tests your filter criteria and updates the preview list inside the dialog without saving. To view and work with the filtered list on your main customer table, click Create to save the view to your sidebar.