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Tags

You can use tags to organize and structure content. You can add tags to Partners, SKUs, Deliveries, Budgets, Expense Lines and Service Lines.

Generally, tags can be used to filter items, also when you create reports. In your SKUs, you can use them when you establish rules e.g. about fees.

Tags can be used to make a notice about clients, who are subject to a discount, a forwarder who does not deliver on time and a client who is a bad payer etc.

  1. You can create tags on the go as you need them.
  2. Give your tag a name and indicate which content types, it should be available for.
  3. You can chosse different background colors, depending what you want your the tag to signalize.

You can see and edit all your tags in your Company Settings.

  1. Click your company name in the right side of the top menu and select Company Settings in the drop-down menu.{: .present-before-paste}
  2. Click the Go To button in the Tags sub-section.{: .present-before-paste}

 

 

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