ArboStar's "Tag Management" feature is a powerful tool that helps users manage their customers via different tags.
With the "Tags" feature users can easily add, edit and remove tags as well as use them for the filtering option in various modules.
Adding Tags to Client Profile
The first step in adding tags to the customer profile is on the "Add Client" page.
For that simply type in the tag's name in the "Tag" section and either hit "Enter/Return" or click on the tag's name from the list.
Note that if the tag has previously been used in the system, when using it again an autofill option appears after filling out 2 consecutive letters of the tag's name.
After adding a tag, if you need to remove it, click on the "X" in front of the tag.
After adding the client, the added tags will be available on the "Client Profile" page in the "Tags" section on the top of the page.
You can add new tags or remove the existing tags in a similar way as on the "Add Client" page.
Note that you can add separate tags to workflows on the client profile.
There is a "Tags" field under each workflow where you can add tags.
Note that those tags would only be applicable to the workflow, not the whole client profile or other workflows.
Alternatively you can add tags for the workflow in the "Tags" section of the "Leads" window. After adding the tags, they will be applicable for the whole workflow.
You can also add tags for the workflow in the "Estimate for ..." section that can be accessed from the estimate, workorder or invoice pages.
Use Tags for Filtering
Tags can be used for filtering the list in the "Clients List" section.
For that on the "Clients List" page click on the Filter icon and fill in the tag names in the "Tags" row.
You can either choose the required tags from the list or fill in the 2 letters from the tag's name to narrow down your search.
You can also use the tags to filter the "Workorders" list.
For that click on the Filter icon and choose the tags from the "Tags" row similar to the "Clients List" section.
Tags can also be used in the "Sales" section of the "Business Intelligence" module.
For that choose the required tags from the "Select Client tags" field of the "Filter" section.
Tags Management from the "Company Management" module
Tags can be managed from the web in the "Company Management" section.
To access the section, click on the user's name in the top right corner and choose the "Company Management" option.
In the "Company Management" page scroll down to the "Tag Management" section.
In this section you can rename the tags as well as remove tags from the system.
To do that, click on the required tag from the section.
- To rename the tag, from the pop-up window change the name in the "Name" section.
- To delete the tag, from the pop-up window click on the "Bin" icon.
