Tags are a convenient tool for segmenting and searching contacts and payments in RemOnline.
Creating tags
Create your tags in the income/expenditure or contact dialog window.
Payment tags
Create payment tags only in the income/expenditure dialog window.
Note: you cannot add tags to existing payments.
Combine Cash Flow Items with RemOnline tags to enhance the search and segmentation of your payments.
Example: The “Payroll” cash flow item represents the payrolls for all employees. At the same time, you can add tags with employee names and payroll types to your payroll items. This way, you can see the big picture and detailed information about cash flow events for specific employees.
Contact tags
Create your contact tags for both existing and new contacts in the contact dialog window.
Contact tags are displayed in the contacts table, as well as on the contact card in an order, lead, invoice, etc.
You can divide your contact database into contact groups.
For instance, you can create a “Regular” or “Loyal” contact tag to filter your contacts when notifying them about your new services or promotions. Moreover, you may want to provide alternative terms of services for regular contacts or to ask the loyal ones for feedback.
Editing tags
You can edit tags in two ways:
from the list in the contact and payment tag selection window;
from the page Settings > Tags.
Editing from the list of tags in the tag selection window
In the window for selecting and adding tags (for example, in a contact's profile), find the desired tag in the list and click Edit. Make the necessary changes and save the tag.
Editing tags from the Settings > Tags section
Navigate to the “Settings > Tags” page to edit your tags. The tag editing tab is divided into 2 sections: “Payments” and “Contacts” tag groups. Edit, group, and remove tags here.
You can also see the “Tag use counter” in the tags table showing the number of entities with specific tags assigned to them. Sort table entries by tag name or tag use counter by clicking on the respective column name.
Double-click the needed tag to edit it. Enter the changes and hit the “Save” button in the popup window.
You can also merge tags. Select the tags you want to merge, click the “More actions” button and hit the “Merge” option. This opens a dialog window for you to enter the tag that will replace the selected ones.
To remove one or several tags, just select the needed ones, press the “Remove” button and confirm the operation.
The system automatically applies all changes you make in the tag editor to your payment and contact tags.