Tags or labels allow you to mark items such as contacts, products, documents and entries, within Holded. This facilitates the consultation and analysis of the information you have added to the platform.
Thanks to tags, you can quickly filter items in the corresponding list, or perform a detailed analysis of your business.
These are the elements to which you can assign tags divided by section of the platform:
Contacts: contacts.
Sales: sales invoices, quotes, proformas, services.
Expenses: purchases, payroll.
Inventory: products, sales orders, purchase orders, delivery notes.
Accounting: journal entries.
Create tags or labels
To create a tag, follow these steps:
Go to Menu > Settings.
In the “More” section, click on Manage tags.
Click on “+ Add tag”.
Assign a name to the new tag, and click on the “Create” button.
☝🏼 Remember that tags must always be lowercase, and without symbols, accents, or spaces.
Creating tags when creating or editing elements
You can also create tags directly when creating or editing Holded elements, such as contacts, invoices, products, documents, journal entries, etc..:
In the creator (of products, invoices, documents, etc.), locate the section for tags:
Type the name of the tags.
Press “Enter” on your keyboard to save them.
Use tags in filters
You will find several options for using tags in filters:
A. Option “+Filter”
The +Filter option allows you to filter the items in the listing according to their main characteristics, typology, organization mode, etc.:
1. In the listing, click on “+ Filter”, and select “Tags”.
2. Use the search engine to select your tags.
☝🏼 From here you can also create tags. Type them in lower case, without symbols, accents, or spaces, and press “Enter” on your keyboard to save them.
B. Customize list option
Holded allows you to customize the view of your sales order listing so that only the columns you are interested in (in this case, tags) are displayed:
Click on the two-column icon ( ☷ ).
From the drop-down, select “Tags” to bring up the corresponding column in your listing.
Using tags in your Analytics reports
Using tags within the Analytics sections helps you to filter the information you have entered in the platform and get more detailed reports about your business:
Go to Analytics > Reports, in the navigation bar.
Under “Reports”, select the analytics section you need (e.g. Sales).
Click on “Add tags to filter” at the top right.
Search for a tag, then press “Enter” on your keyboard.
You will see the specific report, filtered according to the selected tags.