Global Tags can be applied to Customers, Sites, Equipment and teams.
Skill tags can be given to technicians and job types.
These tags are two possible types:
- Global Tags for Customers, Sites, Equipment and Teams.
These Tags are used to filter the information displayed, to secure information available an user. This is very useful when you create an access to a sub-contractor with whom you only want to share the necessary information. To divide your customer base by branch or agency, to assign a technician to a customer... This function can match many of your wishes.
- Skill Tags for technicians
These Tags are used to automatically filter Technicians for a specific Job.
Multiple Tags can be assigned.
1 - Click on "Settings" from any view
2 - Click on "Tags"
Enter the required information:
1 - Tag name
2 - Type of Tag : Global or Skill
3 - Click "Add" to create the new Tag
Example: creation of a Global Tag "Developer"
1 - "No" means that this tag has not yet been associated to a record
Let's assign it to a Customer
Now this is how we assign a Skill Tag to a technician
To see how to use these tags please check our article "How to use Tags in Synchroteam".