How to Configure and assign Tags

Added in Version 0.36

Overview

• In this article we’ll describe how to configure Tags.

Configure Tags

1. Open the Main Menu and scroll down to Enterprise App.
2. Click Tags.
3. To create a new Tag, click New and fill out the following:
   • Name
   • Colour (If no colour is selected, the Tag will not override Status colours)
   • Tick the Schedulers you would like the Tag to be used in:
     • Sales Scheduler
     • Jobs Scheduler
     • Admin Scheduler
4. To delete a Tag, select the Tag and click Delete (Note: You cannot delete Tags that have been assigned to a Quote or Job)

Assign a Tag from the Scheduler

1. Open the Sales/Jobs/Admin Scheduler page.
2. Find the Quote or Job you want to assign a Tag to.
3. Right click and select a Tag from the list.
4. To remove a Tag, right click and select Remove Tag.

Assign a Tag from the Quotes/Jobs/Admin List

1. Open the Quotes/Jobs/Admin List page.
2. Select the Quotes or Jobs you want to assign a Tag to using the checkboxes on the left.
3. Click Bulk Edit.
4. Select a Tag from the dropdown and click OK.