Tags are colored labels that can be assigned to orders to visually monitor progress or categorize specific groups of Estimates or Orders. These labels can be added to any line item within an Estimate or Order.
To add a tag, navigate to Sales / Estimates or Orders and select an order or estimate.
Applying Tags
To apply a tag:
1. Select a Line Item from the Line Items tab.
2. Use the drop-down menu under Tags to select a Tag.
Note: More than one tag can be applied to a line item.
3. Select Back to Order View.
Note: CoreBridge will automatically save all changes.
Note: The tags can now be viewed from within the Line Items tab. They will appear as a colored box on the bottom left of the line item and will show their tag name when hovered over.
