Tags are managed in the settings but apply in slightly different ways depending on which one they are.
1. Click here.
2. Click "Tags" to view the tag types
Add order and item tags
3. Order tags - these are used on Quotations, Jobs/Sales Orders, POs, etc.
4. On a quotation, etc., click on this field to add or remove a tag (if it is not visible, click on the "Screen Options" button to display it)
5. Add a tag
6. Or click remove
7. Item Tags
8. On a Quotation, Job/Sales Order, etc., click "Add"
9. Click "Add Tag"
Add task tags
10. Task Tags
11. On a task
12. Click "Add Tag"
13. Click "×"
14. And on the task list view
Add customer and contact tags
15. Customer/Company Tags
16. Add/remove tags from customers here
17. On Quotations, Jobs/Sales Orders, etc., these tags are always visible
18. Customer/Company Contact Tags
19. Click this link.
20. Click "Add Tag"
21. Click "×"
22. Click "Decision Maker"
Add supplier tags
23. Supplier Tags
24. These appear on the Purchase Orders and RFQs
25. And on the item on Quotations, etc., where the Supplier column is showing
26. Supplier Contact tags
Assign user tags
27. User tags
28. Click this field.
29. To assign tags to user, click "Team Settings"
30. Edit a specific user
31. Click on the tag field
32. Click "Add Tag"
