Use tags to quickly see, find and sort customers, facilities, service objects or articles.
You choose which tags you want to use. It is recommended that you use a standard within your work area and create a list for your specific needs before you start adding tags to the system.
The tags can be sorted by grabbing and dragging the three dots with the mouse pointer.
Under the detail view for customers, facilities, service objects and articles you find the field Tags. Click Edit to enter or change tags. All tags entered for the current registry are displayed in a dropdown list. Select the tag(s) you want. The tag is automatically saved on the record.
Click on the red cross to close.
Tags are shown on a record when you have selected the list view.
If you also want to see the tags in the detailed list view, do this:
Tags can be moved by dragging the header to where you want it. Click on the heading to sort by the tags.
Click on the Filter-symbol and select under “SHOW ONLY TAGS” which tags you want to display in the list.