Guide

A way to classify or categorize documents, items or any transactions in ERPNext is by adding tags "#".

Tag can be added to a DocType just like Assignments and Comments.

To do this:

1. Login to ERPNext.

2. Open a DocType you will put a tag.

3. On the left section of the document, enter the tags. In this example, tags will be added to a lead.

4. Type the tag and press enter.

5. Click Save.

6. Going back to the lead selection page, you will now be able to filter the records by selecting the Tag.