Tags let you label and quickly find properties, tenancies, and contacts across your portfolio. You can create and apply tags directly on records, add them to notes, import them in bulk, and search by tag.
Creating and Applying Tags to Properties
Navigate to the property and select Property Details.
Find the Tags section.
Start typing — select an existing tag or type a new name to create and apply it immediately.
Applying Tags to Tenancies and Contacts
For tenancies: open the tenancy, go to Tenancy Details, and use the Tags section.
For contacts: open the contact, locate the Tags area, and type to add existing or new tags. Tags are also visible on the main Contacts list.
Adding Tags to Notes
Navigate to the relevant Property, Tenancy, or Contact.
Select Notes from the left-hand menu.
Click New Note.
Fill in the Date, Type, Subject, and description.
Apply tags in the Tags field.
Click Save.
Importing Tags in Bulk
Navigate to Settings > Tags.
Click Import and follow the instructions to upload your spreadsheet.
You can also use Create New Tag to add tags manually.
Searching by Tag
Navigate to Properties, Tenancies, or Contacts.
Expand the search bar to open advanced filters.
Enter one or more tags in the Search for tag(s) field.
In North America, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.