How to create & use tags from master?

Pre-Settings for Master Tags:

Settings --> Other Settings -->Master Tags

Create Master Tag:

1.  Select the "Settings" module from the left panel and select the "Master Tags" section under the "Other Settings" option.

2.  Select "+ New Tag" to add the new master tag.

3.  Enter the following details to create the "Master Tag."

i)  Tag Name – Enter the Master Tag name (Mandatory field).

ii)  Choose Module – Select the Module from the modules drop-down list.  

(Mandatory field).

iii)  Description – Enter the description of the tag. 

     Select the "Create" option to create Master Tag. 

Edit or Delete Master Tag:

1. To modify Master Tag, select the edit option. 

2. Enter the following details to update the "Master Tag."

i)    Tag Name – Modify the Master Tag name (Mandatory field).

ii)      Choose Module – Select the Module from the list of modules drop-down list.  (Mandatory field),

if required.

iii)      Description – Modify the description of the tag, if required.

Select the "Update" option to modify Master Tag.

3.  Select the Delete    option to remove the master tag from the master tags list.

4. Click on the "Delete" option to delete the Master tag.

To Use Master Tags:

Navigation:  Jobs  -->  New Job | Customers --> New Customer | Quotations -->New Quotation | Invoices --> New Invoice

Now the user can add tags as a reference while creating a new job, customer, Quotes, and Invoices.

 

You can set the new labels using the "Add Tag" option.

Job Tags:

1.  Select the "Jobs" module from the left panel and select the "Create New Job" option.

2. Select the "Job Details" section.

3. Fill in the necessary field details, select the "Job Tags" subsection under "Job Details," and create the new job tag.

4. Select the required job tags from the drop-down list box related to the current job.

5. To update the existing job tags, select the "Jobs" module from the left panel.

6. Select the current job to update the "Job Tags," You can select the "Job Tags" from the existing drop-down list or create a new tag.

Note: Use Settings --> Other Settings --> Master Tags to modify the master tags.

By following the above steps, you can easily add master tags for customers. 

Customer Tags:

1. Select the "Customer" module from the left panel and select the "Create New Customer" option.

2. Fill in the necessary field details and then select the "Customer Tags" to create the new customer tag and tap on the "Save Customer" option.

3.  You can choose the "Customer Tags" from the existing drop-down list or create a new tag.

 Note: Use Settings --> Other Settings --> Master Tags to modify the master tags

Quotation Tags:

1. .  Select the "Quotations" module from the left panel and select the "New Quotation" option.

2. Fill in the necessary field details, select the "Quotation Tags" to create the new quotation tag, and tap on the "Save as Draft" option.

12. You can choose the "Quotation Tags" from the existing drop-down list or create a new tag.

Note: Use Settings --> Other Settings --> Master Tags to modify the master tags.

By following the above steps, you can easily add master tags for quotes.

Invoice Tags: 

1. Select the "Invoices" module from the left panel and select the "New Invoice" option.

2. Fill in the necessary field details, select the "Invoice Tags" to create the new invoice tag, and tap on the "Save as Draft" option.

3. You can choose the "Invoice Tags" from the existing drop-down list or create a new tag.

You can choose the "Invoice Tags" from the existing drop-down list or create a new tag.

Note: Use Settings -->Other Settings  -->  Tags to modify the master tags.

The master tags are helpful for efficiently identifying the list of jobs, customers, quotes, and invoices mapped in a single tag.

 

 

 

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