Difference between revisions of "Manage vendor tags"
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| − | ''Update tags list page: [https://cloud.protemos.com/vendor-tag/update?=ХХХХX https://cloud.protemos.com/vendor-tag/update?=ХХХХX] (replace XXXXX with a valid number)'' | + | ''Update vendor tags list page: [https://cloud.protemos.com/vendor-tag/update?=ХХХХX https://cloud.protemos.com/vendor-tag/update?=ХХХХX] (replace XXXXX with a valid number)'' |
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=='''Add tags'''== | =='''Add tags'''== | ||
| − | You can add tags to your | + | You can add tags to your vendors. |
| − | You can use this option for any purposes you might have: to identify your | + | You can use this option for any purposes you might have: to identify your vendors, group or categorize them etc. |
| − | To do so, go to a | + | To do so, go to a vendor profile and press the '''"Tags"''' button: |
[[file:CV tags button.jpg|border|1000px]] | [[file:CV tags button.jpg|border|1000px]] | ||
| Line 24: | Line 24: | ||
[[file:CV add tag 2.jpg|border|350px]] | [[file:CV add tag 2.jpg|border|350px]] | ||
| − | You will be redirected to the | + | You will be redirected to the vendor profile page. |
| − | You can review all | + | You can review all vendors that have a certain tag added right from this page by clicking on the tag name: |
[[file:CV click tag name 1.jpg|border|1000px]] | [[file:CV click tag name 1.jpg|border|1000px]] | ||
| − | Next time, when adding tags to another | + | Next time, when adding tags to another vendor, you will see all the tags you've already added in the drop-down list. |
So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available: | So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available: | ||
| Line 36: | Line 36: | ||
[[file:CV add tag 3.jpg|border|350px]] | [[file:CV add tag 3.jpg|border|350px]] | ||
| − | When | + | When vendors are tagged, you can quickly find them using '''<U>[[Clients list#Search clients with filters|filters]]</U>'''. |
| − | You can review the list of all the tags added to your | + | You can review the list of all the tags added to your vendors on the <U> [[Clients tags|'''Clients tags list''']] </U> page. |
| − | =='''Delete tags form the | + | =='''Delete tags form the vendor profile'''== |
| − | To delete a tag from the | + | To delete a tag from the vendor profile, press the '''"Tags"''' button: |
[[file:CV tags button.jpg|border|1000px]] | [[file:CV tags button.jpg|border|1000px]] | ||
Revision as of 16:10, 26 December 2018
Update vendor tags list page: https://cloud.protemos.com/vendor-tag/update?=ХХХХX (replace XXXXX with a valid number)
Add tags
You can add tags to your vendors.
You can use this option for any purposes you might have: to identify your vendors, group or categorize them etc.
To do so, go to a vendor profile and press the "Tags" button:
It will bring you to the Update tags list page.
Type a name for this tag and press the "Enter" key, or confirm it by clicking on the tag name that appeared in the drop-down list:
You can enter as many tags as you need at a time by repeating the steps described above.
Having entered all the necessary tags, press "Save" to apply them:
You will be redirected to the vendor profile page.
You can review all vendors that have a certain tag added right from this page by clicking on the tag name:
Next time, when adding tags to another vendor, you will see all the tags you've already added in the drop-down list.
So you may add a new tag, or select the one from the drop-down list if the necessary tag is already available:
When vendors are tagged, you can quickly find them using filters.
You can review the list of all the tags added to your vendors on the Clients tags list page.
Delete tags form the vendor profile
To delete a tag from the vendor profile, press the "Tags" button:
Then click the cross in the tag name and press "Save" to confirm changes:
