CRM (Basic): Create & Apply Tags

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This page applies to TaxDome Pro pricing plan only. Please switch the tab above to see TaxDome Lite related content.

Two to three words long and color-coded for quick recognition, tags help you filter your client accounts, contacts, time entries, and tasks. They provide details about an item and make it easy to locate similar ones with the same tag. You can apply them either manually or via pipeline automations.

Covered here:

Creating Tags

Tags can be created by a firm owner, Admin, or any employee with access rights to manage tags. Here’s how to make a tag:

1. Either go to Settings, then Tags or go to Clients, open the client account you want to create the tag for, select Info in the menu bar, open the Tags tab, then click on the Create tag button.

Or access this page by selecting the Update Account Tags automation while creating or editing a pipeline, then type any word on the Add Account Tags or Remove Account Tags, and click on Create tag in the pulldown.

2. Select a color for the tag from the drop-down menu, enter a name for the tag, then click on the CREATE button.

Editing Tags

Edit tags whenever you want. They can be edited by a firm owner or any team member with access rights to manage tags.

1. Go to Settings, then Tags, click on the three dots to the far right of the tag, then select Edit.

2. Change either the name or the color of a tag, or both. Changes are automatically saved.

Applying Tags to Client Accounts During an Import

While importing a client list to TaxDome, select the tags you want to apply to the accounts you are moving to TaxDome.

tip

Note! The tags you select will be applied to all imported accounts, so if you want to use different tags for different accounts, you’ll have to prepare separate spreadsheets for each set of tags.

Bulk Tagging Client Accounts

When you need to apply tags to multiple client accounts, bulk tag rather than doing one at a time to get the job done faster:

1. Go to Clients, then select the checkboxes next to the client accounts you want to tag. To select all clients, click the uppermost checkbox.

2. Click on the MANAGE TAGS button.

3. You’ll see a list with all your tags. For each tag, select one option:

  • Do nothing: The tag won’t be assigned to the account. If an account already has a tag, it will remain.
  • Assign to all: The tag will be assigned to all selected accounts.
  • Remove from all: If any of the selected accounts have the tag, it will be removed.

4. Click ASSIGN TAGS.

Applying Tags to Client Accounts Manually

You can apply a tag to an account while creating it or do it later. To assign one or more tags to an account, follow these steps:

1. Go to Clients, open the client account profile, select Info in the menu bar, then open the Tags tab. You’ll see all available tags in the Assign Tags list.

2. Turn on the toggle next to the tag that you want to apply to the account. Assign as many as needed.

To see all assigned tags, open your All Accounts list. If a client account has been given one or more tags, only the first is visible in the list. Hover your mouse over the bubble showing the number of tags to see the other ones.

Applying Tags to Contacts

You can apply tags to contacts while adding or editing them.

Applying Tags to Tasks

Tags can be added while creating or editing a task and are ultimately useful in helping to sort them.

You’ll be able to view all assigned tags in your Tasks list and on your dashboard. If a task has more than one tag, only the first is visible in the list. Hover your mouse over the bubble showing the number of tags to see the other ones.

Applying Tags to Time Entries

Tags might also help you organize time entries; they can be added when creating or editing them.

To see all tags assigned to your time entries, go to Invoices, then open the Time Entries tab.

Filtering by Using Tags

Tags come in handy when you need to look for specific kinds of clients, contacts, or tasks. For example, you quickly want to find all clients who need a Form 1040 or Form 5471 prepared. There are two ways to filter:

Quickly filtering your account list by selecting a tag

To filter by choosing a tag:

1. Go to Clients, then select the All Accounts or Clients tab.

2. Click on any tag.

You’ll then see all client accounts and contacts with that tag.

Filtering your account list by selecting or excluding tags

If you want to filter your account list by choosing or excluding tags, follow these steps:

1. Click on the Filter button, select Contains or Does not contain, then choose the tags. Here’s how it works:

  • Contains shows a list of accounts with the tags you selected.
  • Does not contain shows a list of accounts without the tags you selected.

2. Click APPLY.

Note the following:

  • In the Filter window, go to the Tags pull-down to find previously assigned tags. If tags haven’t been assigned, you won’t see any.
  • The NO TAGS option in the Tags pull-down lets you find all accounts with no tags (use it with the Contains option) or all accounts with at least one tag (use it with the Does not contain option).

Filtering your task list by selecting tags or no tags

If you want to filter your task list by choosing tags, follow these steps:

1. Click on the Filter button, then select the tags you want to see.

2. Click APPLY.

The list of tasks will then be narrowed to ones only with the tags you’ve selected.

Note the following:

  • In the Filter window, you’ll see a tag in the TAGS pull-down only if it is applied to at least one of the tasks.
  • If you select two tags, the tasks with any of those two tags will be displayed.
  • If you need to find all tasks with no tags, select the NO TAGS option in the Tags pull-down of the Filter window.

Deleting Tags

Tags can be deleted by a firm owner, admin, or an employee who has access rights to manage tags. Here are the steps:

  1. Go to Settings in the Tags section. In the Users column, you'll see the amount of users for each tag.
  2. Click on the three dots to the far right of the tag, click Delete, then confirm.

pro

This page applies to TaxDome Lite pricing plan only. Please switch the tab above to see TaxDome Pro related content.

Two to three words long and color-coded for quick recognition, tags help you filter your client accounts and contacts. They provide details about an item and make it easy to locate similar ones with the same tag. You can apply them either to one client or several at a time.

Covered here:

Creating Tags

Here’s how to make a tag:

1. Either go to Settings, then Tags, or go to Clients, open the client account you want to create the tag for, select Info in the menu bar, open the Tags tab, then click on the Create tag button.

2. Select a color for the tag from the drop-down menu, enter a name for the tag, then click on the CREATE button.

Editing Tags

Edit tags whenever you want.

1. Go to Settings, then Tags, click on the three dots to the far right of the tag, then select Edit.

2. Change either the name or the color of a tag, or both. Changes are automatically saved.

Applying Tags to Client Accounts During an Import

While importing a client list to TaxDome, select the tags you want to apply to the accounts you are moving to TaxDome.

tip

Note! The tags you select will be applied to all imported accounts, so if you want to use different tags for different accounts, you’ll have to prepare separate spreadsheets for each set of tags.

Bulk Tagging Client Accounts

When you need to apply tags to multiple client accounts, bulk tag rather than doing one at a time to get the job done faster:

1. Go to Clients, then select the checkboxes next to the client accounts you want to tag. To select all clients, click the uppermost checkbox.

2. Click on the MANAGE TAGS button.

3. You’ll see a list with all your tags. For each tag, select one option:

  • Do nothing: The tag won’t be assigned to the account. If an account already has a tag, it will remain.
  • Assign to all: The tag will be assigned to all selected accounts.
  • Remove from all: If any of the selected accounts have the tag, it will be removed.

4. Click ASSIGN TAGS.

Applying Tags to Client Accounts Manually

You can apply a tag to an account while creating it or do it later. To assign one or more tags to an account, follow these steps:

1. Go to Clients, open the client account profile, select Info in the menu bar, then open the Tags tab. You’ll see all available tags in the Assign Tags list.

2. Turn on the toggle next to the tag that you want to apply to the account. Assign as many as needed.

To see all assigned tags, open your All Accounts list. If a client account has been given one or more tags, only the first is visible in the list. Hover your mouse over the bubble showing the number of tags to see the other ones.

Applying Tags to Contacts

You can apply tags to contacts while adding or editing them.

Filtering by Using Tags

Tags come in handy when you need to look for specific kinds of clients, contacts, or tasks. For example, you quickly want to find all clients who need a Form 1040 or Form 5471 prepared. There are two ways to filter:

Quickly filtering your account list by selecting a tag

To filter by choosing a tag:

1. Go to Clients, then select the All Accounts or Clients tab.

2. Click on any tag.

You’ll then see all client accounts and contacts with that tag.

Filtering your account list by selecting or excluding tags

If you want to filter your account list by choosing or excluding tags, follow these steps:

1. Click on the Filter button, select Contains or Does not contain, then choose the tags. Here’s how it works:

  • Contains shows a list of accounts with the tags you selected.
  • Does not contain shows a list of accounts without the tags you selected.

2. Click APPLY.

Note the following:

  • In the Filter window, go to the Tags pull-down to find previously assigned tags. If tags haven’t been assigned, you won’t see any.
  • The NO TAGS option in the Tags pull-down lets you find all accounts with no tags (use it with the Contains option) or all accounts with at least one tag (use it with the Does not contain option).

Deleting Tags

Tags can be deleted by a firm owner or any team member with access rights to manage tags. Here are the steps:

  1. Go to Settings in the Tags section. In the Users column, you'll see the amount of users for each tag.
  2. Click on the three dots to the far right of the tag, click Delete, then confirm.

tip

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Applying Tags to Client Accounts as Automations

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