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Help

How to add 'tag' field to 'sales' apps view list

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purchaseStudio
1 Reply
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Leanne

I'm trying to add 'tag' file to the view list via Studio, for which the tag is in quotation's other info page. But got a message said ' Select the model in relation to this one'.  
How should I address this?

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Chris TRINGHAM
Best Answer

Do you mean crm.tag?  It's already available on the Sales / Settings menu:


Tags are available as an optional field in the list View:


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Leanne
Author

yes I mean sales apps, not purchase, it's typo. But how to add the 'tag' file to quotation view list, so that I can view the tag of each qtn in the list.

Chris TRINGHAM

Should already be there - (I added a screenshot)

Leanne
Author

It doesn't show in my view list. I have Quotation with tags.

Chris TRINGHAM

It's an optional field so you need to select it.

Leanne
Author

sloved. Thank you.

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