Here we give you some examples of how our clients use tags to ease their daily processes.
Tags for Work Order
To manage their list of tags easier, some of our clients use tags to create custom work orders statuses. For example, if an administrator needs to approve before an accountant can create invoices, he tags work order as “Approved”. Then the accountant sees which are approved by filtering specific tags, creates invoices for them and tags “Invoiced”.
Such an improvement simplifies communication between the two parties and saves time.
You can edit the tags directly from the work order list. Just click on the active tags and pop up window for tags will appear. You can remove or add new tags. After the changes, click “Save” button. The tags will be update instantly after the save action.
You can add a tag to a client request as well as to the periodic work order. Tags fields will be not visible for customer role users in client request creation/edit forms. When work order is created from client request or generated from periodic work order, tags are copied to the work order.
Tags for Customers
In the list of clients, tags can help you differentiate them. For example, you may work with some clients under different agreements, such as VIP, who have extra terms and higher priority under their SLA. Administrator can use tags to communicate this information to his colleagues so that they can manage the work with different clients accordingly.
This method prevents mistakes and enables higher employee and customer satisfaction.
Tags for Objects
Tags may come in handy in several ways when dealing with objects list as well. You can add certain tool needed at the object, location, or any other relevant information about it. Then, you and other users can group, filter and easily find the objects by their tags, allowing you to enjoy the benefits of custom filtering.