Using Tags in Notes and Expenses

Tags can be used in your Notes to categorise and record data and conversations.
For example, you may add an Expense Tag to a Note to document and record a conversation regarding an expense.

Screen_Shot_2018-01-23_at_12.16.09_pm.png

This will make a search more specific, as you can filter by tags to find Notes 

Screen_Shot_2018-01-23_at_12.15.33_pm.png

Tags are available on the following sections of JobReady Live:

  • Notes
  • Attachments
  • Companies

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.