Support Center

How to use tag in Synchroteam

Last Updated: Feb 13, 2017 03:38PM CET
Tags can now be assigned to:
-  Client
-  Site
-  Equipment

Tags can be used to filter or categorize items the way you want:
- Schedule 
- Lists of job
- List of customers
- List of sites
- List of equipement
- Map
- etc 
  1. How to assign a tag to a customer

When you create or edit a customer, you can assi a tag :
  • Go to the details of a customer
  • Click on edit
  • In the Tag section use an existing tag, create a new one
  • You can search a Tag by typing some characters
  • Click on Save
 
  1. How to filter by tag

    On Schedule, Map, Customers, Projects, Jobs, Invoicing, etc. you can filter the display by Tags.
    1. Click on the Filter icon
    2. Click on the Tag(s) you want to activate
    3. Click on Apply

    Warning: Tags remain active until you deactivate the Filter.



     

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support@synchroteam.com
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