Adding tags
Tags are a customisable search tool designed to ease the user's ability to find and search for relevant information on the system.
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Users can add searchable tags to:
- Contacts
- Companies
- Addresses
- Enquiries
- Sales Leads
- Sales Quotations
- Sales Orders
- Projects
- Job Cards
- Parts
- Purchase Orders
- Assets
- Suppliers
- Sales Invoices
- Purchase Invoices
- Sales Credit Notes
- Purchase Credit Notes
- Services
- Service Job Cards
- Service Quotes
To add a tag, simply select 'Add Tag' beneath an item and enter the tag of your choice. Press return on your keyboard to save the tag.
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All tags are searchable through the 'Keyword Search' filter on any given index page.
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! Example: A user adds the tag 'Mr A' to a contact. The tag can be searched using the 'Keyword Search' feature on the Contacts index page. Similarly, a purchase order with a tag could be searched by a keyword search on the purchase order index and a job card with an added tag could be searched for by a Keyword Search in the job cards index.