Tags - Editing an Order Tag


 

Overview

Tags are great way to organize your orders and quotes for searching purposes.  You can create as many tags as you need and you can add them to any order, order item, quote or quote item you want to help you locate it faster.


 

Editing an Order Tag

 

Step    Action

  1.      Select {Settings} and then select {Tags} under Dockets.

  2.      Hover mouse over the name of tag to be edited. A pencil icon will appear on the

          right-hand side of the name. Select the pencil icon. A modal Edit Tag window

          will open.

  3.      Make required changes. 

  4.      Select {Save}. A results window will pop up to indicate the tag has been

             successfully saved.

  5.      Select X to close pop up results window.



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