A tag is a label that you can add 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 add a tag to catalogues that are for a specific event. Later, when you wish to add a title to a custom catalogue, you can search for the tag name to find your catalogues that have this tag assigned to it. Book buyers, such as retailers, librarians, and wholesalers, can also add tags to 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.
Add a tag to a catalogue or order
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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. Otherwise, locate the Tags section in the creation or editing workflow that you’re using.
Continue with these steps:
Use the tag search box to find and select the tag that 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
Anyone in your account who has access to edit a catalogue or order can remove the tags assigned to it.
When viewing the list of tags assigned to a catalogue or order, click the X in a tag to remove it, then click Save to save your changes.
If you wish to permanently delete a tag from the account, go to the Tag Manager section of your Settings.
Tags in orders
Tag functionality in ordering workflows is only available to retail, library, and wholesale accounts.
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.
Add tags using other workflows
You can add tags to a catalogue or order in a number of workflows on CataList.
All accounts can add tags when creating or editing a custom catalogue.
Publisher accounts can add tags when creating or editing a seasonal catalogue.
Retailer, library, and wholesaler accounts can add tags when starting or editing an order.
Filter catalogues and orders by tags
Once a tag has been assigned to a catalogue or order, click on it in the Tags column to filter the My Page or My Orders table by that tag.
You can use the tag filter alongside the text search and display options to find the exact lists that you’re looking for.
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.
With tags, a publisher or sales rep can… | With tags, a book buyer can… | With tags, a book reviewer can… |
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