How to use Knowledge tagging

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This tutorial will show you how to use tags with the Knowledge Add-on. Tags let you make Knowledge which relates to a specific Material, Client or Service display in relevant job cards, which saves time in searching the Knowledge database, and ensures it won't be missed.

In the Knowledge Articles page, select an article to add a tag, then click Edit

Enter the Item Name, Item Number, Client Name, or Service Name in the Tags field and click Save Changes

With Knowledge tagging, the tag's text must be an exact match of the Item Name, Item Number, Client Name, or Service Name. Use a comma if you would like to tag another Material, Client or Service. Ensure there are no commas within the tag itself.

NOTE: 'Service' and 'Service Name' refers to Services created via the Services Add-on.

Tagging a Client's name

Once successful you will see tags in bold text

Now, open the job where you tagged a Client, Material or Service, and the Knowledge article will be available there!

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