A tag is a label that you can assign to any of your account’s catalogues, and use as a way to filter or search for those catalogues in a number of areas on CataList. For example, your colleagues could create and assign a tag to catalogues that still need to be reviewed. Later, when you wish to add a title to a custom catalogue, you can search for the tag name to see your catalogues that have this tag assigned to it. Book buyers, such as retailers, librarians, and wholesalers, can also assign tags to account orders. Tags could be used to identify orders that should be sent to a certain distributor or sales rep. See Common uses for tags for more ideas on how you can use the tag feature in your account.
Permissions for tags
Tags are only visible to people in your CataList account. Within your account, every user has access to a shared tag list and can use, edit, or delete a tag from that list.
Assign a tag to a catalogue or order
Assign tags to your catalogues and orders from any creation or editing workflow. You can also assign tags directly in the tables on the My Page or My Orders page.
Tag functionality in ordering workflows is only available to book buyers.
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Add a tag
If you’re adding a tag through My Page or My Orders, click the Edit icon in the Tags column to get started.
Use the search box to find the tag you want to use.
If your tag doesn’t exist, enter the tag name into the box and click Create a new tag.
Click Save to add the selected tags to your catalogue or order.
Remove a tag
Click the X in a tag to remove it from a specific catalogue or order, then click Save.
Tags in orders
Once an order is closed or submitted to a sales rep, the tags assigned to it are locked in place. Reopen a closed order to resume editing the assigned tags.
You can assign tags to a catalogue or order in a number of workflows on CataList:
All accounts can assign tags when creating or editing a custom catalogue.
Publisher accounts can assign tags when creating or editing a seasonal catalogue.
Retailer, library, and wholesaler accounts can assign tags when starting or editing an order.
Filter catalogues by tags
Manage full tag list
Everyone in your CataList account can access the Tag Manager in the Settings. Use the Tag Manager to create new tags, edit existing ones, or permanently delete tags from the account.
Edit tag details
You can edit a tag’s name or colour, or mark a tag as your favourite.
Tag name – When editing one tag at a time, you can rename a tag. Everyone in your CataList account can see the updated name wherever the tag is used.
Favourite – You can mark any tag as a favourite for your individual account to make finding those tags easier.
Colour – When you apply a colour to a tag, everyone in the CataList account can see the updated colour wherever the tag is used.
Delete a tag
Anyone in the account can delete tags for the account.
To delete a tag, select it from the list, click Delete, and follow the on-screen instructions.
Once a tag is deleted, it's removed from every catalogue and order where it had been assigned. Before deleting any tags, use the table in the delete confirmation screen to see which tags might be used by others in your account.
Common uses for tags
Here are a few examples of how tags can be used for your account.
Examples for publishers and sales reps | Examples for book buyers | Examples for book reviewers and media personnel |
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