Using and Managing Tags

This article is your guide to creating, applying, and searching for tags. Tags are a flexible feature that can help you organize your properties, tenancies, and contacts efficiently. We'll cover how to create new tags, import them in bulk, as well as offer strategies to use tags effectively in searches.

Creating and Applying New Tags

Tags act as labels that can easily be applied to properties, tenancies, or contacts in your account to streamline your management and search functionality.

Creating Tags for Properties

1. Navigate to the relevant Property and select Property Details.
2. Locate the Tags section.
3. Type one or more letters to check for existing tags, or continue typing to create and apply a new tag.

Creating Tags for Leases/Tenancies

1. Go to the relevant Tenancy and select Tenancy Details.
2. Just as with properties, type and apply your tags in the Tags section.

Creating and Viewing Tags for Contacts

1. Click on the Contacts tab.
2. Select a contact and then the Tags area.
3. Type in the tag you're after, or create a new one.
4. Additionally, view tags directly on the Contacts tab to get a quick overview of assigned labels.

Applying Tags to Notes

Tags can be added to notes and documents related to a Lease/Tenancy, Property, or Contact. Follow the steps below to add a tag:

1. Navigate to the relevant Lease/Tenancy, Property, or Contact.
2. From the left-hand menu, select Notes.
3. Click on New Note to create a new note entry.
4. Fill in the details for your note, such as Date, Type, Subject, and Note description.
5. In the Tag field, add the appropriate tag(s) to help categorize your note.
6. Click on Save to finalize adding the note with the specified tag(s).

Importing Tags

If you're ready to import a list of tags from a spreadsheet:

1. Access Settings and navigate to the Tags option.
2. Click Import and follow the instructions to upload your spreadsheet.
3. Alternatively, use the Create New Tag button to add tags one at a time.

Searching for Tags

Finding records using tags is straightforward. Here’s how to do it:

1. Select either Properties, Tenancies, or Contacts from the main menu.
2. Expand the search box dropdown menu.
3. Type in the relevant tag(s) in the 'Search for tag(s)' field to filter your search.

By mastering the use of tags, you’ll streamline your workflows and ensure all relevant information is at your fingertips at a moment's notice.