How do I Create Tags in the Credit Notes App?

Updated on August 17, 2017 03:04AM by Admin

Tags in Credit Notes App allows you to easily group your created Credit Notes according to your own preferences by giving it a label. This helps you to easily filter the specific properties you need from the group.

For instance: Consider an employee, who wants to view the all the Business Client, then the “App Tag” namely “Business Client” can be created.

Steps to Create Tags

  1. Login and access "Credit Notes" App from the Universal Navigation Bar.
  2. Go to “More(...)” icon -> “Settings” from App header bar.
  3. Click on the General dropdown and select Tags from Left Navigation panel.
  4. Tags page will be opened. Click on "Create" button.
  5. “Create Tag” pop-up appears where you can fill in the required details.
    • Tag Name : Name of the tag which is mandatory.
    • App tag     : Available only in the particular app.
    • Global tag : Available globally on all apps.
      create tag

  6. Here, “Business client” tag is created as an “App Tag”.
  7. Created App Tag will be visible only in the Credit Notes App home page.
    created tags