Tags - Searching Orders Using Tag Associations


 

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.


 

Searching an Order Tag Association

 

Step     Action

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

  2.     Select number under Orders, Order Items, Quotes, Quote Items,

            Catalogs, oTemplates field with tag association to be searched.

        Results: You will be brought to the Quotes/Orders, Items, Catalog, 

          or Templates with search results filtered to include any items with the 

        selected tag association.