Across TripLog, 2 main fields allow you to add more information regarding the individual records, which will allow you to document or communicate additional information
Tags
Tags are searchable items that will allow you to further categorize and filter your Mileage, Expense, and Time entries. These are able to be used to filter reporting as well as quickly search and review your related data. Examples of tags would be Contract Numbers to relate items, Specific Event to tie records to, or Sub-categories like (Sales Meeting or Wellness Check)
Notes
Notes are free-form messages that are added to the record to provide more detail. While generally unique, you can use the previously used notes in some areas.
Adding Tags and Notes
You can manually click into the field and start typing your tag.
Click on the Green Plus to Search for Previously used tags or Custom Tags (see Custom Tags)
Manually add a note with free-form text
Look up a previously used note to enter into the notes field
Tags In Reporting
Tags can be used to filter records by selecting the tags to modify the reporting. Selecting the Tag will reduce the view to only records with the associated tag entered. This can be used in all reporting and views.
Tags and Notes Options and Settings
You can define the name of the field to display something other than Notes or Tags the fields will function the same but you can update the visible name in the app, web, and reporting. You can require the fields to be entered to save or submit the record.