Please note: If you are a New Zealand user of Chintaro, click here to view the Solution for: Client Tags - NZ


What are 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.



Adding 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  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.


Removing 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  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.






Click here to see next Solution: Client Alerts