TaxDome Lite (CRM): Create & Apply Tags

This page is for TaxDome Lite users only. If you use TaxDome Pro, please switch to this article.

Color-coded for quick recognition and 2-3 words long, tags help you filter your client accounts and contacts. They help you differentiate accounts and contacts, and make it easy to locate similar ones with the same tag. You can apply tags either to one or several clients or accounts at a time.

Covered here:

• Creating tags
• Editing tags
• Applying tags to client accounts during import
• Applying tags to client accounts manually
• Bulk-tagging client accounts
• Applying tags to contacts
• Filtering by using tags
• Quickly filtering your account list by selecting a tag
• Filtering your account list by selecting or excluding tags
• Deleting tags

Creating tags

Here’s how to make a tag:

1. Go to Settings, select Tags in the menu bar, then click on the Create tag button.

Or type in the name of the tag you need in the  Tags field when creating or importing accounts. If no tags are available, you will see the Create tag link, then you can click it.

2. Select the color for the tag from the drop-down menu, enter a name for the tag, then click  SAVE.

Editing tags

Edit tags whenever you want.

1. Go to Settings, then Tags, click on the three dots to the far right of the tag, then select Edit.

2. Change either the name or the color of a tag, or both. Changes are automatically saved.

Applying tags to client accounts during import

While importing a client list to TaxDome, select the tags you want to apply to the accounts you are moving to TaxDome.

Note! The tags you select will be applied to all imported accounts, so if you want to use different tags for different accounts, you’ll have to prepare separate spreadsheets for each set of tags.

Bulk-tagging client accounts

When you need to apply tags to multiple client accounts, do it in bulk rather than applying one tag at a time to get the job done faster:

1. Go to Clients, then select the checkboxes next to the client accounts you want to tag. To select all clients, click the uppermost checkbox.

2. Click on the MANAGE TAGS button.

3. You’ll see a list with all your tags. For each tag, select one option:

• Do nothing: This tag won’t be assigned to the account. If an account already has a tag, it will remain as is.
• Assign to all: This tag will be assigned to all selected accounts.
• Remove from all: If any of the selected accounts have this tag, it will be removed.

4. Click Assign Tags.

Applying tags to client accounts manually

You can apply a tag to an account while creating it, or choose to do it later. To assign one or more tags to an account, follow these steps:

1. Go to Clients, open the client account profile, select Info in the menu bar, then click on the Edit button.
2. Click on the Tags line to open a drop-down of available tags. Select as many as needed, click on the Continue button and then click Save.

You can see all tags applied either in the Info tab of each client account or in the Clients list. If a client account has been assigned one or more tags, only the first is visible in the list. Hover your mouse over the bubble showing the number of tags to see the other tags.

Applying tags to contacts

You can apply tags to contacts while adding or editing them.

Filtering by using tags

Tags come in handy when you need to look for specific kinds of clients, contacts or tasks. For example, you may quickly want to find all clients who need a Form 1040 or a Form 5471 prepared. There are two ways to filter your accounts:

• Quickly filtering your account list by selecting a tag
• Filtering your account list by selecting or excluding tags

Quickly filtering your account list by selecting a tag

To filter by choosing a tag:

1. Go to Clients, then select the All Accounts or Clients tab.

2. Click on any tag.

You’ll then see all client accounts and contacts with that tag.

Filtering your account list by selecting or excluding tags

If you want to filter your account list by choosing or excluding tags, follow these steps:

1. Click on the Filter button, select Contains or Does not contain, then choose the tags. Here’s how it works:

• Contains shows a list of accounts with the tags you selected.
• Does not contain shows a list of accounts without the tags you selected.

2. Click Apply.

Note the following:

• In the Filter window, go to the Tags pull-down to find previously assigned tags. If tags hadn't been assigned, you won’t see any.
• The NO TAGS option in the Tags pull-down lets you find all accounts with no tags (use it with the Contains option) or all accounts with at least one tag (use it with the Does not contain option).

Deleting tags

To delete tags follow these steps:

1. Go to Settings in the Tags section. In the Users column, you'll see the number of users for each tag.
2. Click on the three dots to the far right of the tag, click Delete, then confirm.

Tip! Check out TaxDome Academy for comprehensive courses about our system.