“The tag” is a type of label, award or marking element. A tag can be used to add several additional pieces of information, specifications or categories to a payment. For example, payments can be tagged with “new car” and “used car”. This makes it easy to distinguish between new and used cars.
How do you create tags?
To do this, call up a created payment. You will find the new Tags element on the right-hand side.
Tags are initially assigned a random color when they are created. This can be adjusted in the organization settings (see below). To remove tags from a payment, you can simply click on the small close X. Removing a tag from a payment does not delete it completely. You can reattach the tag to this payment or to another payment.
Tags as a filter function
Tags are displayed in lists and in the csv export in a new column.
You can also use the filter function to filter by tag to find payments more quickly. For example, if you filter by the tag “Used car”, only payments for which the tag “Used car” is set are displayed.
Who sees tags? Who can edit them?
Tags are only visible to users within the organization and not to buyers. Tags can be set by users in the Admin, Editor and Creator roles. Viewers cannot set tags.
Manage tags
Admins can edit the tags set in the organization settings under “Manage individual tags”. They can change the name and color of the tag. You can also delete tags here. If a tag is deleted, it is also removed from payments if it has been set for them.