In this tutorial will show you how to use tags to identify quote & invoicing material or specific customer. This enables you to make a Knowledge content be available in the job, thus it saves your time searching the Knowledge database and ensures your staff will not miss it.
In the Knowledge Articles page, select an article you want to add tag then click Edit
With Knowledge tagging, it must be an exact match of the item name/number or client name. Use a comma if you would like to tag another material or client.