This Help Article covers:
General/Overview:
Although this Help Article refers to Job Tags, Tags can also be entered and used on Quotes, Purchase Invoices, and Sales Invoices.
💡 TIP: Multiple Tags can be entered on Jobs, Quotes, Purchase Invoices, or Sales Invoices.
⚠️ NOTE: A Tag will only display in the dropdown list for selection while 1 is being used. I.E. while the Tag exists. If the Tag is removed from all places it is used, it will cease to exist and no longer display in the dropdown list and will need to be keyed in again to use.
To Enter a new Job Tag for Jobs
1. Press on the Add tag [+] Plus button of a Job
2. Key in the new Tag, then Press on the Add tag text display to add to the Tags options list, then [SAVE]
To Select an existing Job Tag for a Job
1. Press on the Add tag [+] Plus button of a Job to display the Tag options
2. Select Tag by Pressing on a Tag, then [SAVE]
Job-selected Tags are displayed in the "Tags" column of the Job List
💡 Tip: You can select up to 5 Tags on a Job.
To Delete a Job Tag from a Job
1. Hover over the Tag to display the [X] Icon, then Press the [X] Icon to Delete the Job Tag from the Job, then [SAVE]
💡 TIP: To remove a tag from a Sales or Purchase Invoice when you don't want to [SAVE] and resend to Xero: From the Sales or Purchases List, Select the Sales or Purchase Invoice(s), then using the Edit Tags feature at the bottom, Press the "Remove tag" [+] Plus button and Select the Tag, then Press [ACCEPT]
To Find/Filter Job(s) by Tag(s)
1. Press on the Job List's Refine button to display the Refine Filters options
2. From the Refine Filters options, Press the Tags field dropdown Icon to expand and display the options, then Select Tag(s)
3. When Tag(s) are selected, Press [VIEW RESULTS] to view the List
To Edit/Remove an existing Tag
If a Tag is used, then it exists, it cannot be removed (deleted) unless it is removed from all places it has been used. Once removed from all places, it no longer exists and is no longer visible for selection.
A Tag cannot be Edited, it needs to be found in all places it exists, then "Swapped" for the correct Tag, removing the incorrect one at the same time (Add/Remove).
1. Press the Job/Quotes List, Press the Refine button to display the Refine Filters options
2. From the Refine Filters options, Press the Tags field dropdown and Select the Tag to be Removed, then Press [VIEW RESULTS] to return to a List of all Jobs/Quotes using the selected Tag
3. From the List, Tick "Bulk Select" to Select All, then from the bottom of the Window, Press the “More” (3 dots) button and Select Edit Tags to display the Tag Bulk Edit Popup
4. From the Tag Bulk Edit Popup, Press the Remove [+] and Select the Tag, then Press [ACCEPT] to remove the Tag from the Jobs/Quotes
💡 TIP: If you Press the Add [+] and Select a Tag, on [ACCEPT], the Tag being removed will be "Swapped" for the Add [+] Tag, effectively editing the removed Tag.
