video1.0<iframe src="https://www.loom.com/embed/b5f668eb058e445bb2b256c99e4fc24b" frameborder="0" width="3022" height="2266" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>22663022Loomhttps://www.loom.com22663022https://cdn.loom.com/sessions/thumbnails/b5f668eb058e445bb2b256c99e4fc24b-e71714bcf7267218.gif644.724This Loom explains how to set up customer custom fields and tags in Moab and how tag capabilities affect ordering behavior. It creates a date custom field called COI Expiration Date, then enables tags and defines three tags: Government Agency with the tax-exempt capability, COI on File with Credit Check Complete, and COI Expired with Do not rent. The creator updates customer records such as Clearwater Site Services with a COI expiration date of December 2, 2026, Cardinal Construction as a government agency, and Beacon Infrastructure as COI expired; Beacon cannot create a rental order, while Cardinal’s order shows zero estimated tax. It also demonstrates filtering and sorting by COI expiration dates, such as finding who is expiring by the end of the year.