The tags are labels that allow you to mark elements such as contacts, products, documents, and entries inside the Holded platform. This way, tags ease the way you look at and analyze the information you entered on the platform.
You'll be able to filter those elements quickly on the related list or perform a detailed analysis of your business.
Depending on the platform section, these are the elements you can assign tags to:
|
Contacts |
Contacts |
|
Sales |
Sales invoices, Quotes, Proformas, Services |
|
Expenses |
Expenses, Payrolls |
|
Inventory |
Products, Sales orders, Purchase orders, Waybills |
|
Accounting |
Entries |
What can you do with tags?
Create tags
Learn here how to create tags
Use tags to filter elements
Discover here how to filter elements by using tags
Use tags in reports from Analytics
Learn here how to analyze your business information by using tags