How to Manage Tags
Tags let you categorize clients in flexible, meaningful ways, like by type, status, practice area, or anything else that fits how your organization works.
Tags are shared across your organization, so once created, they’re available for all team members to use when organizing and filtering clients.
Table of Contents
Understanding Tags
Tags are organization-wide labels used to group and filter clients. They’re managed centrally, available to all team members, and can be applied to any client record.
Common examples include client type, status, practice area, or source. Using the same tags ensures consistency so everyone organizes clients the same way.
Creating Tags
Tags can be managed by the Account Owner and Admins.
To create a new tag:
- Go to Account Settings
- Open the Organization tab
- Find the Tags section
- Add a new tag and enter its name
- Then Create Tag
Keep tag names short, clear, and consistent. Avoid creating duplicates or overly similar tags, and think about how they’ll be used for filtering later.
Editing Tags
You can update an existing tag at any time:
- Go to the Tags section in Organization settings
- Select the tag you want to edit and click on the pencil icon
- Update the name or color
- Save your changes
Edits apply immediately and affect all clients that already use the tag.
Deleting Tags
If a tag is no longer needed, you can delete it from Organization settings at any time by clicking on the trashcan icon. Deleting a tag removes it from all clients and can’t be undone. If the information is still useful, consider renaming the tag instead.
For any questions, reach out to support@getnotehouse.com.