Using and Managing Tags

Tags help you organise and quickly identify properties, tenancies, and contacts across your portfolio. Whether you're managing hundreds of assets or a few, tags streamline your workflow and enhance your search capabilities.

In this guide, we’ll walk through how to:

• Create and apply tags
• Add tags to notes and documents
• Import tags in bulk
• Search using tags

Creating and Applying Tags

Tags work like labels you can apply to properties, tenancies, and contacts for easy sorting and searching.

To create a tag for a Property:

1. Go to the relevant property and select Property Details.
2. Find the Tags section.
3. Start typing — if the tag already exists, select it. If not, type a new one to create and apply it instantly.
   
   

To create a tag for a Tenancy:

1. Open the tenancy and go to Tenancy Details.
2. In the Tags section, type and apply your tag(s) as needed.

To tag a Contact:

1. Click the Contacts tab.
2. Select a contact and locate the Tags area.
3. Start typing to add an existing tag or create a new one.
4. You can also view tags on the main Contacts screen for a quick reference.

Adding Tags to Notes

Tags can also be used to categorise notes and documents associated with properties, tenancies, or contacts.

1. Go to the relevant record (Property, Tenancy, or Contact).
2. Select Notes from the left-hand menu.
3. Click New Note to create an entry.
4. Fill in your note details — Date, Type, Subject, and description.
5. Use the Tags field to apply relevant tags.
6. Click Save to finish.

Importing Tags in Bulk

If you already have a list of tags, you can save time by importing them all at once.

1. Go to Settings and choose Tags.
2. Click Import and follow the instructions to upload your spreadsheet.
3. You can also use the Create New Tag button to add tags manually.

Searching by Tag

Tags make it easy to find specific records. Here’s how to search using tags:

1. Choose Properties, Tenancies, or Contacts from the main menu.
2. Expand the search bar to open the advanced search filters.
3. Type in one or more tags in the Search for tag(s) field.

By using tags consistently, you’ll gain quicker access to the information you need — and stay organised as your portfolio grows.

Note: Some terminology may vary by region. For consistency, we use “Tenancy” throughout this guide. To learn more, visit our Glossary of Regional Terminology.