How to create Tags in the Distributors App?

Updated on September 6, 2022 12:06AM by Admin

The business may contain many numbers of distributors regardless of the size of the business. You could store their complete information of them with the help of the Distributors app. This app has many advanced features which make your business procedures easier. One of them is Tags which help you to apply the tags to your distributors and allows you to categorize them while searching.

Steps to create:

  • Log in and access the Distributors App from the universal navigation bar.
  • Click on the More(...) icon and select Settings from the App Header.
Distributors - Settings
  • Click on the General → Tags from the left navigation panel on the Settings page.
  • Click on the Create button to create a new tag.
Distributors - Tags Create
  • Create Tag pop-up appears where you can fill in the required details.
    • Tag Name: Name of the tag.
    • App Tag: If you choose the App Tag radio button, the created tag will be available only in the particular app.
    • Global Tag: If you choose the Global Tag radio button, the created tag will be available on all the apps.
    • Here, choose the App Tag radio button.
  • Click on the Create button to create a tag.
Distributors - Tag Created
  • On the Create Distributor page, you can view the created tag Sales Distributors in the Tag dropdown button.
  • If you want to create a tag instantly, you can use the Add New option in the dropdown list.
Distributors - Tags Overview Page