Tags

On this page

What are company tags?

How to access your company tags

Filtering your company tags

How to Add company tags

How to Delete company tags 

How to Merge company tags

Tags use cases 

FAQs

 

What are company tags?

Company tags are internal labels you can use to define different objects in commonsku and filter down reporting when you need more specific search results.

You can create tags for four different objects in commonsku:

1. Clients
2. Contacts
3. Projects
4. Products

How to access your company tags

To access your company tags: 

1. Click your Profile icon (top right corner of commonsku) > Settings > Company Settings
2. Click the Tags tile

[Back to top]

Filter your company tags

To Filter or search for your company Tag:

1. Click on the Filter Search bar

2. Type in the Tag name 

This screen will allow you to see how many projects, clients, suppliers, products, or contacts each of your tags are assigned to.

[Back to top]

How to add company tags

To add a company tag from your Company Settings

1. Type in the name of your new tag into the text field next to the Add Tag button
2. Click Add tag

To add a client tag from the Client page:

1. From the Details tile, click the icon 
2. Enter the name of the new tag you want to create in the Tags field
3. Hit Enter (your tag has been successfully created if it now has an "x" next to it)
4. Click Save

To add a contact tag from the Client page:

1. From either the Contacts tile or the Contacts tab, click on the contact you'd like to add the tag to 
2. Enter the name of the new tag you want to create in the Tags field
3. Hit Enter (your tag has been successfully created if it now has an "x" next to it)
4. Click Save

To add a project tag from the Project Overview:

1. Navigate to the Project Info section on right hand side of the Overview
2. Enter the name of the new tag you want to create in the Tags field
3. Hit Enter (your tag has been successfully created if it now has an "x" next to it)

To add a project tag from the Product Page:

1. Enter the name of the new tag you want to create in the Tags field (right hand side)
2. Click "Create New Tag"

[Back to top]

How to delete company tags

To delete company tags: 

1. Select the box next to the tag you want to delete
2. Click Delete selected

[Back to top]

How to merge company tags

To merge 2 or more company tags: 

1. Select the box next to the tags that you want to merge 
2. Click the Merge selected button
3. Select the tag you want to keep; the other tags will be replaced
4. Select Merge to the tag name you have chosen
   
   

[Back to top]

 

 

Tag use cases: Practical Ways to use Tags in commonsku

Here are some examples of how you can use tags effectively in commonsku:

• Clients: Use tags to note where or when you connected with a client 
  
  • For Example: Tag a client with the name of the event where you first met them or the date they became a client.
  • If a client manages multiple accounts within commonsku (such as several Google accounts divided by department), tagging each account with a unique identifier like “Google” can make reporting and organization much easier. 
  • Tags can also be used to identify the types of events clients run or to indicate their industry.
• Projects: Tags can help you track the status and details of your projects.
  • For example: If a project is canceled or not approved, tag it with the reason.
  • You can also use tags to record the source of the project (web, phone, meeting, repeat business)
  • Indicate whether samples or royalties are involved
  • Classify by event type.
• Contacts: Tagging contacts helps differentiate their roles.
  • For example, you can tag contacts as individual prospects or as owners to quickly identify and segment your lists.

 

FAQs

• Why don’t all my tags appear in the tag dropdown?

• How do I make a tag appear in the dropdown?

   

 

Why don’t all my tags appear in the tag dropdown?

You may notice that some tags you created in Settings → Tags do not appear in the tag dropdown on Clients, Contacts, or Orders. This is expected behavior.

The tag dropdown only shows tags that have already been used at least once in that specific area.

For example:

• If a tag has been used on at least one Client, it will appear in the Client tag dropdown.

• If a tag has been used on at least one Contact, it will appear in the Company/Contact tag dropdown.

• If a tag has never been used yet, it will not appear in those dropdown lists.

This means that even though a tag exists in Settings → Tags, it won’t appear in the dropdown until it has been applied to a record in that context.

How do I make a tag appear in the dropdown?

To make a tag appear in a dropdown list, simply apply it once.

For example, to make a tag appear for Clients:

1. Open any Client (you can use a test client).

2. Find the Tags field.

3. Add the tag you want to use.

4. Save the record.

Once that tag has been used on a client, it will appear in the tag dropdown for all other clients as well.

You can follow the same process for Contacts.