Using Tags Effectively

Tags provide a flexible way to categorize and filter entries without affecting their position or status.

What Are Tags?

Tags are labels you can apply to entries for organization:

• They’re visual identifiers
• Multiple tags can be applied to one entry
• They don’t affect positions or workflow
• They’re great for filtering

Creating Tags

1. Go to Configure → Tags
2. Click Add Tag
3. Enter tag details:
   • Name — Short, descriptive label
   • Color — Visual identifier
4. Click Save

Common Tag Examples

Priority Tags

• Urgent — Needs immediate attention
• VIP — Important contact
• High Priority — Move up when possible

Relationship Tags

• Sibling — Has sibling enrolled or on waitlist
• Staff Child — Employee’s child
• Referral — Referred by existing contact

Administrative Tags

• Scholarship — Applying for financial aid
• Special Needs — Requires accommodations
• Part-Time — Looking for part-time care
• Bilingual — Bilingual program interest

Source Tags

• Website — Signed up online
• Phone — Called in
• Walk-In — Came in person
• Event — Met at open house

Applying Tags to Entries

When Adding an Entry

1. In the Add Entry form, find the Tags section
2. Select one or more tags
3. Save the entry

To an Existing Entry

1. Click on the entry to open details
2. Find the Tags section
3. Add or remove tags
4. Changes save automatically

Filtering by Tags

Use tags to find specific entries:

1. Go to Waitlist
2. Click the Tags filter
3. Select one or more tags
4. View only matching entries

Tags in Table View

Tags appear in the Tags column:

Editing Tags

1. Go to Configure → Tags
2. Click Edit on a tag
3. Change name or color
4. Click Save

Changes apply to all entries with that tag.

Deleting Tags

To delete a tag:

1. First remove the tag from all entries that have it
2. Then go to Configure → Tags
3. Click Delete on the tag

You cannot delete a tag that is assigned to entries.

Tags vs Statuses

Best Practices

• Keep tags concise — Short names are easier to scan
• Use consistent naming — “Sibling” not “sibling” and “Siblings”
• Don’t over-tag — Too many tags reduces clarity
• Review periodically — Remove unused tags

Related Articles:

• Using Filters and Search
• Creating Custom Statuses
• Adding Entries Manually