Tags are labels used to organise and manage client records. They help you group, filter, and search contacts, while providing quick insights into each client’s status or relationship.
There are two types of tags:
- System-Generated Tags (read-only): Automatically applied by the system, including:
- Invitation Status Tags – Not Invited, Invited, or Accepted
- Integration Tags : Applied to clients linked to a connected Business via Class (e.g., Class: Beyond Wealth)
- Custom Tags: Created and managed by you to suit your specific business needs.
Adding a custom tag against a client
- Navigate to Clients > Client list from the left-side navigation menu.
- Click "+ New tag" on the right to apply a tag against a client/Entity. Existing tags (if any) will also be visible or you can create a new tag if required.
Use the pop-up to search for tags or click the field to view a drop-down list. Select the relevant tag(s) and click Apply. If a new tag name is required, add the tag name and click "Enter" to create. That tag will then be available to choose.
- The tag/s will now be added to the client