Tags - Removing an Order Tag Association

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.


If you want to keep a tag but no longer use it you can remove the association from the items it is attached to.


 

Removing an Order Tag Association

 

Step    Action

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

  2.      Hover mouse over Order, Order Items, Quotes, Quote Items, Catalogs, or

             Templates field with association to be removed. A minus icon will appear on the

          right-hand side of the tag entry.

  3.      Select minus icon. A window will pop-up to confirm tag association to be

             deleted.


  4.      Select {OK} to delete selected associations. A results window will pop-up to

            indicate the selected tag associations have been deleted.


            Note: The tag itself will not be deleted, only its associations.

 

  5.      Select X to close pop up results window.



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