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:
Navigate to Admin > Team Settings > Forms and Fields.
In-line with the form, click the
icon to the right of the form and select Manage Fields.
Utilize the search bar at the top of the Available Form Fields section on the right to quickly find the Tags field.
Click to drag and drop the field from the Available Forms Fields section on the left to the Active Form Fields on the right. You can also utilize the icons in the middle to move the field to your form. The field will be added to the bottom of your form.
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 are not yet available in Next. 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.