It is possible to tag requests in a similar to tagging flights/trips in the OPS section.
There are 2 possible ways of creating the tags:
In order to create a new tag in the 'Tags' column you need to:
It is possible to assign multiple tags to one request following the abovementioned process. When tagging a request it is possible to both add new tags as well as assign already existing tags. Clicking on the 'Tags:' field will display a dropdown list with already added tags.
Edit tags section is located in the top bar of the 'Requests/Quotes' section, right to the 'FILTER' option
The Edit tags section lists all the created tags and allows:
In order to create a new tag, the process is as follows:
In order to filter, simply insert the required tag name in the 'Filter or Create' box.
In the case of newly created tags, the name stays in the 'Filter or Create' box. Since this box works as the filter at the same time, in order to preview all the available tags, you need to remove the newly created tag name from the box.
In order to delete existing tags, the process is as follows:
Once the tag is deleted, it is also removed from all the requests it is assigned to.
If there are multiple tags added to a request, the list will display it as . Hovering the mouse over the number will display the names of remaining tags in a tooltip.
There is a possibility of filtering by tags. Simply click on the icon and insert the names of the tags you'd like to filter by.
The filter works based on 'or' rule which means that if there are tags 'A' and 'B' and there are 3 trips - one with 'A' and 'B' assigned, second with only 'A' assigned and third with only 'B' assigned - filtering by 'A' and 'B' will display all of these flights.
Additionally, tags are available in the Report Wizard, scope 'Quote'. We have added column 'Tags' as well as a filtering by 'Tags' with 'Include'/'Exclude' options.