OPPTIMO

Help Center

Manage Tags

Purpose

Job Tags (Keywords) are used to categorize jobs for the purpose of easy access. In Billing module, Tags can be used for easy reference of viewing invoiceable & invoiced jobs. This facility is available for Admin & Manager type users only.

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Steps:

Go to “Jobs” tab -> alt text -> Click on alt text option in toolbar

Create Tag Groups

Steps:

Step 1: Click on alt text -> Click on alt text option in “Tags” window.

Step 2: Type < Group Name > and & < Description > (if needed) in below “Create Tag Group” window.

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Step 3: Click on alt text button to add new tag group to your “Tags” window.

Update Tag Group

Note:

This option is not available with default “General” tag group.

Steps:

Step 1: Click on alt text -> Click on “Update Group” alt text icon in front of the tag group name you need to edit.

Step 2: Edit necessary tag information in “Update Tag Group” window.

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Step 3: Click on alt text button to save the modifications.

Delete Tag Group

Note:

This option is not available with default “General” tag group.

Steps:

Step 1: Click on alt text -> Click on “Delete Group” alt text icon in front of the tag group name you need to delete.

Step 2: Click on “Yes” button to confirm the deletion in “Confirm” pop-up box.

Create Tag

Steps:

Step 1: Click on alt text -> Click on alt text option OR click on “Create Tag” alt text icon near tag group name in “Tags” window.

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Step 2: Select < Tag Group > and type < Tag Name > & < Description > (if needed) in below “Create Tag” window.

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Step 3: Click on alt text button to add new tag under selected tag group.

Update Tag

Steps:

Step 1: Click on alt text -> Click on “Update Tag” alt text icon in front of the tag name to edit tag.

Step 2: Edit necessary tag information in “Update Tag” window.

Step 3: Click on alt text button to save the modifications.

Delete Tags

Steps:

Step 1: Click on alt text -> Click on “Delete Tag” alt text icon in front of the tag name to delete tag.

Step 2: Click on “Yes” button in “Confirm” pop-up box to verify the deletion OR click on “No” button cancel.

View Tag/ Tag Group Information

Steps:

Click on alt text -> Click on “Tag Information” alt text icon in front of the tag name OR tag group name to open “Tag Details” window.

Tag Search

Steps:

Click on alt text -> Type [Tag Name] you need to find in alt text option -> Click on magnifying alt text icon to view search results.