You can use system tags to classify and filter Work Orders, Purchase Orders, Customers, and Customer Quotes. They can be created by users with Administration access.
Once in the Administration panel, please scroll and select "System Tags".
You can then create tags as needed to help organize your orders more efficiently.
Select the name, module, and color.
After creation, they can be assigned to work orders or purchase orders.
Work Orders (In the "Steps, Tags & Note" tab):
Purchase Orders (In the field called "Tags"):
It's possible to filter by them in the browser and select if the column is visible or not.
Once in the Administration panel, please scroll and select "System Tags".
You can then create tags as needed to help organize your orders more efficiently.
Select the name, module, and color.
After creation, they can be assigned to work orders or purchase orders.
Work Orders (In the "Steps, Tags & Note" tab):
Purchase Orders (In the field called "Tags"):
It's possible to filter by them in the browser and select if the column is visible or not.