Project Tags

Tags or Hash Tags, are keywords you can enter into a projects and client Internal Notes and are easily visible and can be searched on in any of the Search bars.

For example, use them to indicate a special job type like #residence or #interior. Another example would be #home or #office to indicate different types of work. You could also use #tags to indicate different service zones, like #east, #west, #zone1, or #zone2.

Once you have saved a project or client with #tags you will see a highlighted badge which indicates that the system recorded the tag you entered. If you do not see the tag badge badge, then you may have entered it incorrectly. Tags must start with # and have only one word.

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