{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/94927942c0d2418788b5226a90ba7b46\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/94927942c0d2418788b5226a90ba7b46-1fb54a403e2a004f.gif","duration":116.045,"title":"Using Customer and Vendor Tags to Search 🔎","description":"In this Loom, I explain how to use tags on the customer or vendor level to identify them across search locations. On the customer page, I add tags separated by commas, then I show them applying in the main search bar, quotes, and sales orders. Once the tag is in place, I can search for it and see the matching customer data come up. The tags are meant to be precise. No specific viewer action was requested beyond adding the tags in your customer or vendor records."}