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Tags for Organizations

Find out how you can create helpful tags for your organizations and how to assign them

Written by Sara Kilic

What are tags?

Tags are short keywords or labels, which you can use to additionally identify the organizations you have created. They assist in assigning certain properties to organizations, clearly differentiate them, and filter them in a targeted manner.

For example, you can specify whether an organization is a manufacturer, supplier, or another category. This labeling makes the classification clear and provides a better overview in your system.

If this function is not available to you, it is because you do not have the necessary rights. In this case, please contact your internal system administrator

Creating tags in the settings

If this function is not available to you, it is because you do not have the necessary rights. In this case, please contact your internal system administrator

To create an individual organization tag, proceed as follows:

  1. Click on “Settings” in the main menu on the left-hand side

  2. Select "Features"

  3. Click on “Organizations”

  4. Click on “+ Add” at the top right

  5. Enter the requested name for the individual tag in the “Name (English)” field

  6. Optional: Select a color to visually highlight the tag. The corresponding field is to the right of “Name (English)”

  7. Optional: Click on the “Edit Translations” button at the bottom of the window to add the name in other system languages. Then confirm by clicking on “Save”

  8. Optional: If necessary, adjust the API label automatically generated from the name in the “Reference” field.

    Note: This is necessary for the (regular) CSV import of system data and the optional creation of an API interface. The API label can no longer be changed once the property has been created!

  9. Optional: Add a description of the tag in “Description”

  10. Confirm the addition of the individual organization tag by clicking on “Create”

Editing tags in the settings

To edit your individual organization tags, proceed as follows:

  1. Click on “Settings” in the main menu on the left-hand side

  2. Select "Features"

  3. Click on “Organizations”

  4. Select the required tag from the list of individual tags

  5. Edit the relevant information

  6. Confirm by clicking on “Save”

Note: The API label can no longer be changed once the tag has been created!

Adjusting the order in the settings

If you want to edit the order of the individual tags, follow the steps below:

  1. Click on “Settings” in the main menu on the left-hand side

  2. Select "Features"

  3. Click on “Organizations”

  4. Move the mouse over the six dots to the left of the tag

  5. Hold down the mouse button, drag the tag to the requested position and then release the mouse button again

Assigning tags to an organization

To assign the created tags to an organization, proceed as follows:

  1. Click on “Organizations” in the main menu on the left-hand side

  2. Select the relevant organization

  3. On the left-hand side, in the general information area, directly below the “Organization number” field, you can select your individually created tags in the “Tags” field

Note a): Several tags can be assigned.

Note b): To remove a set tag, simply click on it again. The tag will then be deselected and no longer displayed for this organization.

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