Tags let you label properties, units, tenants, owners, and other records with your own colour-coded categories — then filter, search, and report by them across your whole account.

Create your own tag library. Build a shared account-wide registry of tags, each with a colour and symbol. Rename a tag once and the change appears everywhere instantly.

Tag any record. Apply tags to properties, units, tenants, owners, suppliers, journal entries, and requests all from the record's detail view.

Filter lists by tag. Every list and grid now has a tag filter. You can also filter for records with no tags at all using the "No tags" option.

Scope Quick Search by tag. Pick a tag in Quick Search (⌘K) to scope results to just that tag, then jump straight to the filtered list for any record type.

Filter reports by tag. The management fee report and managed property report now accept optional tag filters so you can run reports for a specific segment of your portfolio.

1. Go to Account settings and open the Tags page.

2. Click New tag, type a name, and press Enter.

3. Choose a colour swatch and an optional symbol from the appearance panel that opens.

4. To rename or restyle a tag later, click its name inline. To remove a tag from circulation without deleting it, use Archive.

5. Tags that are no longer applied to any record can be permanently deleted with Delete.

1. Open any property, unit, tenant, owner, supplier, or journal entry.

2. Find the tag area beside the record name and click the dashed + tag chip.

3. Type to search your tag library, or type a new name and select Create "…" to add it on the spot.

4. Hover any applied tag chip and click the × to remove it.

1. Open any list view — for example, Properties or Owners.

2. Open the Tags filter column and check one or more tags.

3. The list updates immediately to show only records that carry all selected tags.

4. Check No tags to find records that haven't been tagged yet.

1. Press ⌘K to open Quick Search.

2. Scroll to the Tags group and select a tag — it appears as a pill in the search bar.

3. All results are now scoped to records carrying that tag. Select another tag to AND-filter further.

4. Press Backspace on an empty search bar to remove the scoped tag.

5. Click View all in list → at the bottom of any group to jump to that list pre-filtered by your tag.

1. Open the Management fee report or the Managed property report.

2. Use the optional Tags input to select one or more tags.

3. Run the report — only properties carrying the selected tags appear in the results, and tag names are shown alongside each row.

Is my tag library shared across the whole account or per user?

Tags are shared across your entire account. Anyone on your team can see, apply, and manage tags on entities. Archiving and deleting tags can only be done by a user with an Admin access role.

What happens when I rename a tag?

The new name appears everywhere immediately — on every record the tag is applied to, in filters, reports, and Quick Search. You don't need to re-apply anything.

What's the difference between archiving and deleting a tag?

Archiving hides a tag from the picker so it can't be added to new records, but records that already carry it are unaffected. Deleting permanently removes the tag — this is only possible when no records are using it.

Can I apply the same tag filter across multiple record types at once?

Not in a single view, but Quick Search lets you scope by tag and then jump to any record type's filtered list from one place, so you can move between them quickly.

Do tags appear in exported reports?

Yes — when you run the management fee or managed property report with a tag filter applied, tag names appear as a column in the output.

Is there a limit to how many tags I can create?

Your account supports up to 500 tags in the registry. Archived tags count toward the limit, so deleting unused archived tags frees up space.