Client Tags

Tags are a way to add specific characteristics to group Clients together in Chintaro. Tags are completely customisable to suit your Organisation, and you are able to assign as many Tags to a Client record as you require. Tags are also designed to provide additional information about your Client that does not have a field in the Client record. Tags and Alerts (See Solution: Client Alerts) follow a Client though the System. When a Client becomes a Tenant, the Tags and Alerts will also appear in the Tenancy record, as well as the Client record.

This solution covers how to:

• Add a Tag to a Client Screen
• Remove a Tag from the Client Screen
• Add a new Tag to Chintaro

Add a Tag to a Client Screen

To add a Tag to a Client screen, from the Home Screen> Clients> Manage Clients> double click the Client screen you want to view, then click Add/Edit Tag on the right hand side of the screen.

The Tags pop up will appear, with a list of Available Tags on the left, and Selected Tags on the right. Available Tags are Tags that you can select to characterise your Client, and the Selected Tags are the Tags that have been applied to the Client’s record.

To add a Tag to a Client record, click on the Tag you want to add from the Available Tags column, and press the  button. The Tag will move from the Available Tags column, to the Selected Tags column.

Remove a Tag from the Client Screen

To remove a Tag to a Client screen, from the Home Screen> Clients> Manage Clients> double click the Client screen you want to view, then click Add/Edit Tags on the right hand side of the screen.

The Tags pop up will appear, with a list of Available Tags on the left, and Selected Tags on the right. Available Tags are Tags that you can select to characterise your Client, and the Selected Tags are the Tags that have been applied to the Client’s record.

To remove a Tag from the Client’s record, click on the Tag you wish to remove from the Selected Tags column, and click the  button. The Tag will now show in the Available Tags column, and will not show on the Client record.

Add a new Tag to Chintaro

New Tags  can easily be added to the system, and existing Tags and Alerts can also be removed easily. To add or remove Tags and Alerts from the system, from the Home Screen, click System Maintenance, then click Reference Tables and select Tags from the list on the left.

To add a new Tag, click in the white box in the Tag column and type the Tag that you would like to add. Ensure the Active box is ticked, and when you exit the Reference Tables screen, the Tag will be saved. 

To remove a Tag from the System, untick the Active box for the Tag you wish to remove. When the Active box is unticked, the Tag will no longer be able to be selected from the Tags section on the Client or Tenancy record. You can always make it active again, by ticking the Active box.