Adding Tags is easy!
FROM THE WEB APP
Step 1: Go to a record (Client, Piano, Invoice, or Estimate)
Step 2: Click 'Add Tag' in the header or go to (More > Add Tags)
Step 3: Create a new tag or select from a list of your existing tags.
Step 4: Done.
FROM THE MOBILE APP
Step 1: Go to a record (Client, Piano, Invoice, or Estimate)
Step 2: Tap 'Add Tag' in the header or go to (More > Add Tags)
Step 3: Create a new tag or select from a list of your existing tags.
Step 4: Done.