Tags are labels that you can use to group your projects, equipment items, contactscrew members, vehicles, invoices and tasks.

First, you add a tag to your item(s) in a module. Afterwards, you can filter the shown items in a module by clicking on the label tags expand_more button and selecting your tag(s).

In this article, we provide examples and instructions.-

Examples

Projects
Region/Province (west_midlands, east_midlands)

Equipment items
Properties (rainproof)

Contacts
Customer priority (high_priority, low_priority)
Customer region (west_midlands, east_midlands)
Details of the location (outdoor, indoor)

Crew members
Skills (DJlight_technician, sound_techniciantruck_driver, forklift)

Vehicles
Weight class (truck, van, car)

Invoices
Year (2017, 2018)

Tasks
Phase (Preparation, At_location

Add a tag

  1. In one of the modules, select mceclip0.png the item(s) that you want to add a tag to.
  2. Click on the More actions more_vert button.
  3. Choose "Add tags".
  4. Enter the tag (without spaces), and press enter.
    Don't forget to press enter before you click Save. Otherwise, your tag will not be added.
  5. Click  Save

Filter by tag

When you've added a tag to an item, you can filter the shown items in a module by selecting your tag.

  1. In one of the modules, click in the top right of your screen on label tags expand_more.
  2. Select the tag(s) by searching or choosing.

    mceclip1.png
    In this example, we've selected deco and outdoor.
  3. Choose how Rentman should apply your selected tags. You can select one of the two options:  
    "One of the following": shows results with at least one of these tags.
    "All of the following": shows results that have all tags you selected. 
  4. De-select the tags to show all items in the module again.
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