Tags

Products/Services > Item Tags

Set and Add Item Tags

Go to Item > Classification (tab) > Tags and select up to 10 preset tags.

To add new tags, go to Products/Services > item Tags, and select the plus icon from the Explorer or the top of the list. Users can move tags up and down the list by dragging and dropping.

Search using Tags

Once you have set an item with one or more tags, you can search using tags as a filter.

Item List

Go to the Item List and click Advanced Search, scroll down to Tags, select using the drop down and click Search.

Item Selector

Use Tags to filter through items on the Item Selector.

Reports

On every report where a category was an element, a Tag filter has been added.