Hello,
I have searched for this, although cannot find an answer.
Can a tag name be changed once implemented? Also, looking for suggestions on what to call them - was thinking of calling the tag the invoice number so that way everything bound to that invoice is inside the tag.
Thanks
Hi @simonp
It’s not possible to change the tag name I’m afraid, but you can bulk un-tag and re-tag should you decide to do so.
In terms of names - it’s entirely up to you. Some companies so by client reference to monitor individual clients spend/costs, some go for project/job numbers, some go for department references.
I hope that helps, but hopefully some of our other users will be able to give their suggestions for tag names 
hi there,
many thanks for prompt reply. thats ok, i am still getting my head around everything so will delete the tags and re-do. 
No problem at all! 
You may find this button useful if you’re deleting tags and re-doing them 
great thanks! Just a thought, but if i call tags using my customers names it will amalgamate all the invoices and purchases for them so whilst that would be useful for seeing how profitable each customer is it will loose the visibility on individual jobs if you know what i mean. 
Each tag is treated an individual groups. So all sales and purchase invoices with the tag tag-001 for example, will show the profit and loss and cashflow for that particular tag. If a few invoices within tag-001 also share a second tag of tag-002, then that’s treated separately.
I hope that makes sense!
I have to say the project tags are a brilliant feature of quickfile. I use them to track profitability of particular client contacts or sales commissions (by tagging sales by person) and even to enable process workflow, e.g. I tag all purchase invoices as “approved” when I’m happy for them to be paid.
Thanks quickfile!
I also wanted to change the project tag name, as they were codes that I forget the meaning of!
I note that you can’t just change the name but can bulk un-tag and re-tag. Will that also work for archived items?
Hi @karltonks
You can use the bulk tag option on any active or archived invoices, estimates or purchases. Simply go to your archived invoices, and use the bulk tag option at the top:
