In this FAQ, we cover the following topics regarding the creation and configuration of tags:
1. Create a Tag
Tags allow you to effectively categorize and organize your data in GEM-CAR. They make it easier to search for, filter, and manage information on a daily basis. They can be used for:
- Documents
- Clients
- Suppliers
- Projects
- Secure Folders
To create a tag, click on Configurations > Tags > +Add.
In the next window, enter the following information:
1. Title: Give the tag a clear name. Example: purchase, sale, courtesy.
2. Applies to: purchases, attributes, chart of accounts, customers, documents, suppliers, GEM-LINKS, inspections, products, projects, inspection questions, human resources, follow-ups, tasks, transactions, vehicles, sales.
3. Choose the text color.
4. Restrict by roles (optional). Example: administrator, advisor, client, external accountant.
- Allows you to limit the visibility of the attribute to certain users
- Useful for sensitive or department-specific information
5. Check or uncheck the Online Reservation box.
2. How to use tags?
Once created:
- You can assign tags directly in the records
- They allow you to quickly filter items
- They improve visual management and organization
Examples of useful tags:
- Urgent
- VIP Client
- To Follow Up
- Overdue Payment
- Project in Progress
- Important Document
3. Best Practices
- Use short and clear names
- Avoid creating too many tags
- Use colors to visually prioritize
- Standardize their use within the team
4. Point of Sale
In the Point of Sale, you can assign different Labels in the menu next to Bill date.
5. Other Tabs
Depending on the tags you’ve created, you can also view them in other tabs, such as Inspections > Inspections, then select a folder.
In the Info tab of the inspection, you can assign various Tags created beforehand.
Here is another example illustrating how tags can help you organize your system: you can use them in General Documents.
You can assign one or more tags.
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