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Tag Settings
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Knowledgebase Settings Tag Settings

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Introduction to Tag Settings

  The Tag Settings section in Suprata offers a dynamic solution for organizing and categorizing various aspects of your business, such as contacts, accounts, jobs, and locations. Tags allow you to assign custom labels and colors to these elements, making it easier to locate, filter, and analyze data efficiently. This functionality is particularly valuable for businesses that deal with large datasets or require detailed segmentation, helping to streamline operations and improve overall productivity. By leveraging tags, businesses can create personalized systems tailored to their unique workflows. For example, customer tags can be used to track client preferences, organization tags can identify specific account types, and location tags can simplify inventory or resource tracking across m...

Add Contact/Customer Tags

  Customer Tags in Suprata allow you to categorize and organize your customer database efficiently. By assigning tags with unique identifiers and colors, you can quickly filter, search, and manage contacts, streamlining communication and operations. This feature is essential for segmenting customers based on various attributes or preferences, enabling better customer relationship management and more targeted interactions.     Prerequisites: Account owners and those with administrator access.     Instructions     From the main Dashboard, click the Administration tab.

Add Account/Organization Tags

  Account/Organization Tags provide a structured way to categorize and manage organizations effectively. By creating tags with unique names and colors, users can easily classify and filter accounts, improving organizational oversight and enhancing workflow efficiency. This feature is ideal for segmenting organizations based on shared attributes or operational criteria, allowing for more streamlined account management.     Prerequisites: Account owners and those with administrator access.     Instructions     From the main Dashboard, click the

Add Job Tags

  Please see the following link for full instructions Link (Coming Soon)

Add Location Tags

  Location Tags in Suprata allow you to efficiently categorize and organize locations for better operational management. With customizable tag names and colors, users can segment and filter locations based on specific attributes, making it easier to locate, manage, and analyze data tied to different areas. This feature enhances organization and supports streamlined workflows for location-based tasks.     Prerequisites: Account owners and those with administrator access.     Instructions     From the main Dashboard, click the Admini