Adding tags to care enquiries
Custom care enquiry tags can be added to your account, each with its own colour for easy recognition, allowing any care enquiry to be categorised with one or more tags as required.
This article covers how to add enquiry tags to your account, how to add and update tags on care enquiries, how to search enquiries by tag, and the inclusion of enquiry tags in exports and reports.
Enquiry tags must initially be set up on your CareHQ account by an Account owner, as described below. When one or more enquiry tags have been added to the account, any user with the right to update care enquiries will be able to add or update tags on enquiries as required.
How to add enquiry tags to your CareHQ account
As an Account owner, follow these steps to set up enquiry tags for use with care enquiries on your account:
- Select Account from the main navigation menu, then select the Groups tab from the top of the page.
- From the Group type drop-down menu, select Enquiry tags.
Any existing enquiry tags will be listed, or there may be none if setting tags up for the first time.
- Select the Add action (top right).
-
Enter a suitable Name for the tag, such as Hot, Cold, or anything else you may wish to tag care enquiries with.
- Optionally, you may enter a Description to help explain the purpose of the tag.
- Enter a Colour code in hexadecimal format (see below), which will become the background colour for the tag.
- Select Save to finish adding the tag.
To add another enquiry tag, repeat the steps above.
When adding or updating an enquiry tag, the Colour field uses a hexidecimal format to show your preferred colour for the tag on CareHQ, allowing for easy recognition at a glance. Online resources such as the Google Colour picker are an easy source of a huge range of colours; click on a hue and pick a shade to select your colour, then copy its hexidecimal (HEX) code. Remember to include the hash symbol (#) at the start of the Colour code before saving.
How to add or remove tags for a care enquiry
To add one or more tags to a care enquiry, follow the steps below:
- Select Care enquiries then find and select an enquiry you wish to tag.
- On the Details tab, just above the Care seeker section, select Add tag... and then select the tag you wish to add.
To add more than one tag, simply repeat the above step.
To remove a tag from an enquiry:
- Move the mouse over an existing tag, and a minus (-) sign will be displayed. Select this sign to remove the tag.
Searching care enquiries by tag
When viewing the Care enquiries listing, enquiry tags appear within the Care seeker column as a way to categorise and identify specific enquiries in addition to the enquiry stage and other details.
Care enquiries can also be searched/filtered by tag:
- Select Care enquiries from the main navigation menu.
-
Select the Filter, then select the Tag drop-down menu and choose a tag to filter by.
- Optionally, select other filtering options or also enter a term into the Search field if appropriate.
- Select Update to apply your filter settings and update the list accordingly.
Care enquiries exported via the Export action (top right of the Care enquiries listing) will include a Tags column.
Enquiry tags in reporting
For any related enquiry that has been tagged, the enquiry tags will show within the Sales pipeline report, helping with identification, tracking, and decision-making.
The Sales pipeline report can be filtered by enquiry tag:
- Select Filters, then select a tag from the Tag drop-down menu.
- Select Update to narrow the report to only show enquiries with the chosen tag.
To clear a tag filter, select Filters and then Reset, or simply select the close option (x) next to the highlighted Tag, just below the Filters button.
You may select any enquiry within the report (whether tagged or not) to go directly to the details of that care enquiry.