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Learn how to create and manage your company's Client, Contact, Order, and Product Tags.
On this page
How to access your company tags
How to access your company tags
To access your company tags:
- Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
- Click the Tags tile
Users need to have the permission to Create tags enabled for their role type in order to manage company tags.
Filter your company tags
To Filter or search for your company Tag:1. Click on the Filter Search bar
2. Type in the Tag name
This screen will allow you to see how many projects, clients, suppliers, products, or contacts each of your tags are assigned to.
How to add company tags
To add a new company tag:
- Type in the name of your new tag into the text field next to the Add Tag button
- Click Add tag
How to delete company tags
To delete company tags:
- Select the box next to the tag you want to delete
- Click Delete selected
How to merge company tags
To merge 2 or more company tags:
- Select the box next to the tags that you want to merge
- Click the Merge selected button
- Select the tag you want to keep; the other tags will be replaced
- Select Merge to the tag name you have chosen
