LAST UPDATED
20/01/2026
Tags and Management
Explains how to use and manage custom tags to categorise referrals and create a highly personalised organisational system.
Dashboard
Platform Dashboard
Organise with Custom Tags - Flexible Transaction Tagging
Previously, organisation was limited to standard fields like "status." With this feature, companies can create custom Tags (with colours) to categorize transactions according to their unique workflows (e.g., "VIP Client," "Probate," "Urgent").
Flexible Filtering
Multiple tags can be applied to a single transaction. The dashboard allows filtering by tags using OR logic. Tags appear as visual badges on transaction cards, providing immediate context.
Custom Workflows
Tag management allows companies to adapt the system to their specific business processes. This flexibility ensures that users can organise and find cases based on criteria that matter specifically to their team.