We are planning something called Tag Automation in the future which will allow you to "auto-tag" bookings, guests, etc based on certain criteria. .....
. I could see this applying to the QB perhaps but as a sub-set.
something like this would be amazing. if this TagAutomation can be extended to QBO, than we can use QBO tags for a whole log more than what I outlined as my immediate use case where I want to tag an invoice with the source channel.
something to keep in mind, currently QBO only allows tags on invoices, expenses, and bills. you cannot tag customers or payments.
to answer your questions Manel,
How do you imagine Tags would be configured on the QB end.
Different people will use tags in different ways, really hard to answer this question. I would dare say, from OR perspective it doesn't matter how the tags are configured on QBO end. The way I see it, tags should be created in QBO and imported in OR like classes are imported today. OR doesn't need to know what the tags are used for, it just needs to allow users to add one or more of those tags to an invoice based on rules to be defined.
Would being able to add [Channel] in front of the customer name suffice? It sounds like you would like to add Tags to Invoices based on [Channel].
not sure I understand how appending the channel to the customer name will allow me to run a P&L with channels as columns. it would require QBO reporting to be a lot more powerful than it is...something along the lines of (totally made this up in 10 seconds) "parse customer name by pattern '<string>#<string>', take the first part of the pattern match and use that as a column". i don't see QBO ever building something like that...maybe an add-on (app)
I understand your idea of using sub-customers to get that P&L by channel that I want. is definitely a way to get there. tags do seem a lot cleaner way to me and it does work for that use case you outlined where you can have the same customer returning from a different channel.
If OR does implement tags, is there any other dimension that could use a Tag?
that is an awesome question. i don't have any examples in mind, the sky is the limit here (well, the limit is 300 Groups and unlimited ungrouped tags, which is quite a large number)
If you flush the idea out a little more I can add it to the list at the top. I think Tags can be powerful and we should flush out the possible uses
Tags are very powerful and they can be used for multiple different scenarios. Just so we can start somewhere, i would say the ask is:
Import from QBO the list of existing tags (the same way OR imports classes) and add the ability to tag invoices. Users can chose one or more tags to be applied on an invoice based on a rules engine (or the future TagAutomation)
