Add a New Tag

To add a new tag, simply type out what you would like the tag to be in any tag field and hit enter. This will add your new tag.

Examples of where you would use these tags:

On a customer’s profile (the Add Customer form doesn’t have tags; add them after you save the customer):


When adding a new Property:


When adding a new Crew:


When adding a new Vendor:


When adding a new Visit:


Tags can also be added when editing all of the things mentioned above. You can see all your tags at Resources > Tags. If you haven’t added any tags yet, you can click New Tag there to create your first one.