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. For information on adding tags, please see Tag Set Up.
To add a tag, navigate to Sales / Estimates or Orders and select an Estimate or Order.
Applying Tags
1. Select a Line Item from the Line Items tab.
2. Use the drop-down menu to select one or more Tags.
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.
