Tags & Notes
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      Adding, Editing, or Removing Tags

      Tags are simple to add and remove, and can be edited at any time.

      This article covers:

      How to add a new or existing tag

      Add an existing Tag: Start typing in the tag field. A drop-down list of existing tags will appear. Choose your tag(s) by clicking on the highlighted tag, or type it all the way in (tags are case sensitive) and add a comma, or hit TAB on your keyboard.

      Add a new Tag: Type in your new Tag(s), separated by comma(s), or click on the blue highlighted line to select the new tag.


       

      Newly added tags may not immediately populate in your explorer menus. Refresh your browser to see new tags!

       

      Where to go to add, edit, or remove tags

      Add, edit or remove in bulk

      Tags for Lots and Vessels can be managed in bulk from the Lot and Vessel Explorer pages, under Manage Lots or Manage Vessels.  

      • To add a tag, start typing the desired tag name - existing tags containing typed text will appear.  
      • Continue to enter your desired text: it will populate above highlighted in blue and underlined. Click on this blue highlighted line - or enter a comma.
      • After you click on it or enter a comma, the new tag will populate in grey in the Added tag field. Repeat to add additional tags, or to select from existing tags. 

      Newly added tags may not immediately populate in your menus. Refresh your browser to see new tags!

       

       

      Options to add, edit or remove tags on individual items

      Tags for individual items  (Lots, Vessels, Dry Goods, Vineyards and Blocks) can be added, edited, and/or removed from the item details page.

      • Lots - Try the bulk update option above, or use the Lot Details page. 
        • Click on the blue pencil next to Tags.
        • New lot: Add your tags at Lot creation. Lot Explorer > Add lot > type in Tag(s) in the Lot attributes Tag field.
      • Vessels - Try the bulk update option above, or use the Vessel Details page. 
        • Click on the blue pencil next to Tags
        • New Vessel: Add tags at Vessel creation. Vessel Explorer > Add vessel > type in Tag(s) in the Vessel attributes Tag field
      • Dry Goods
        • Products: Go to the Additive or Packaging Product details page > click on the blue pencil next to Tags
        • Batches: Go to the Batch details page > click on the blue pencil next to Tags
      • Vineyards & Blocks
        • Existing vineyard source: Use the Vineyard Details page > click on the blue pencil next to Tags


        • New vineyard: Add tags at Vineyard creation. Vineyard Explorer > Add vineyard > type in Tag(s) in the new Vineyard attributes Tag field
        • Add tags to vineyard blocks when adding new blocks, or on the block details page

      Add, edit or remove tags via InnoApp

      Scan vessel QR codes (online or offline) to add, edit or update tags in the mobile app. Find out more here. 

      InnoApp doesn't yet support adding tags to vineyards or lots. 


      How to remove a tag from your tag menu

      In order to remove a tag completely from your winery tag menus, you need to remove it from all items in the winery (including archived items). Once a tag is removed from all vessels/lots/vineyards/dry goods, it should auto-disappear from your drop-down list.

      For example, if you want to remove a tag that is generally used on lots, start in your Lot Explorer > Manage lots > Edit tags to bulk edit tags on lots. Select the lots you want the tag to be removed from by filtering for the applicable tag(s). You can search for all the lots carrying this tag by using the tag filter at the top (be sure to include Archived lots).
      Select all lots holding the tag you want to remove from your dropdown list, opt to remove tags and specify the tag(s) to remove, and then click on Save tags on lots.
      Refresh your browser and check for the tag in the tag menu. If the tag still exists in the drop down, you will need to check other items where the tag may be saved in the winery account: it could also be attached to vessels, vineyards, blocks, or dry goods. 
      You should check those explorers, and remove the tag wherever you find it.  The Vessel Explorer will supports the bulk update and removal of tags, but vineyards, blocks and dry goods will require individual removal via an item details page.
      If you think you have removed the tag form all items, but are still seeing it in the drop-down, we suggest double checking for Archived items.