Topics in this article:
Creating New Tags
You can create Tags in Sisu by following these steps:
Navigate to Admin > Tasks > Transaction Tags
Click Add New, enter a name and pick a color for your Tag
Reordering Tags
By reordering your list of Tags in your Admin settings, you can determine the order in which Tags appear in any Tag drop-down menus. To reorder your Tags, do the following:
Navigate to Admin > Tasks > Transaction Tags
Drag and drop them or adjust the order via the numeric boxes.
Editing Existing Tags
You can edit Tags in Sisu by following these steps:
Navigate to Admin > Tasks > Transaction Tags
Edit the Tag name by clicking into the box in the Tag Name column
Edit the Tag color by clicking the color box in the Color column
Adding the Tags Field to Your Form
You may want to add the Tags field to your form(s). You can do so by following these steps:
Currently the Forms & Fields Settings in Next are not yet available. As we are working towards releasing this feature please follow the navigational steps in Sisu Classic. Thank you!
1. Navigate to Admin > Team Settings.
2. In the menu on the left, click Forms & Fields.
3. Click the Edit button in-line with the form you'd like to add the Tags field to.
4. Scroll down until you see the Available Fields section. Enter Tags in the search bar. When the field appears beneath the search bar, click the orange arrow (see screenshot below) to add the field to the Form.
ℹ️ Note
If the Tags field isn't on your form(s), you can always view, add, or remove Tags from within the transaction's Tasks screen.
You may want to enable/disable the 'Include Tags in the Transactions screen' setting as well. This can be done by navigating to Admin > Team Settings > Preferences.
Including a Tags Column on the Transactions Screen
You can enable the Tags column on the Transactions screen by turning it on in the team settings.
Currently the Preference Settings in Next are not yet available. As we are working towards releasing this feature please follow the navigational steps in Sisu Classic. Thank you!
1. Navigate to Admin > Team Settings.
2. In the menu on the left, click Preferences.
3. Search for the setting called "Include Tags in the Transactions screen."
ℹ️ Note
To search for words on a page, use the following keyboard shortcut:
PC: Press the "Control" and "F" keys at the same time.
Mac: Press the "Command" and "F" keys at the same time.
4. Click the orange Enable button in-line with the setting.