CURQ Documentation

Tags Setup

Configure and organize commercial tags to categorize quotations and sales orders in CURQ 18.

1. Overview of Order Tags

Order tags provide a flexible, color-coded classification system for commercial documents. They enable sales teams to segment orders by priority, project type, marketing channel, or special handling requirements without creating rigid custom fields.

Key advantages of configuring tags include:

  • Visual Identification: Color-coded badges highlight critical order statuses directly in list views (such as VIP, Urgent, or Government).

  • Segmented Searching: Filter quotations and confirmed orders by tag in the search bar.

  • Flexible Categorization: Attach multiple tags to a single quotation to capture multiple business dimensions.

2. Access the Tags Menu

To manage sales order tags:

  1. Open the Sales app.

  2. In the top navigation bar, click Configuration.

  3. Under the Sales Orders section, select Tags.

Configuration menu dropdown showing Tags highlighted under Sales Orders

CURQ displays the list of existing tags alongside their assigned color badges:

Tags list view displaying tag names and associated color indicators

3. Create or Edit a Tag

To create a new tag:

  1. Click New at the top left of the Tags list, or click into an empty row at the bottom of the table.

    Tags list view with New button highlighted

  2. Configure the tag properties:

Field

Description

Practical Effect

Tag Name

Descriptive label for the category (such as Wholesale, Urgent, or Consulting).

Appears on quotation badges, filter dropdowns, and search results.

Color

Color swatch selected from the color picker palette.

Determines the background color of the tag badge across forms and list views.

  1. Click the color picker box to select a distinct visual shade from the 12 available color options:

    Inline tag creation showing Tag Name and color picker box highlighted

  2. Click outside the row or click Save at the top left to apply the changes.

4. Assign Tags to Quotations and Sales Orders

To tag a quotation or sales order:

  1. Open a sales quotation in Sales > Orders > Quotations.

  2. Select the Other Info tab.

  3. Locate the Tags field under the Sales section.

  4. Select one or more tags from the dropdown list.

Quotation Other Info tab showing Tags field with assigned badge

(Salespeople can also create a new tag on the fly by typing the tag name into the Tags field and clicking Create and edit)

5. View and Filter Orders by Tag

Tags can be displayed directly in list views and used to filter orders:

  1. Navigate to Sales > Orders > Quotations (or Orders).

  2. Click the optional columns toggle icon at the far right of the table header.

  3. Check the Tags column to display tag badges in the list view.

  4. Use the search bar at the top to filter orders by specific tags.

Quotations list view showing optional column toggle and Tags column with colored badges