Tags

Tags help streamline workflows, improve collaboration, and ensure efficient customer relationship management. Here's why you should use them:

1. Better Organization
   Flexible Categorisation: Tags can classify clients, leads, or opportunities without rigid structures.
   Custom Labels: Create custom tags to suit your business needs, such as VIP Client, High Priority, Cold Lead, or Event Attendee.
2. Enhanced Search and Filtering
   Quick Retrieval: Easily search and filter records using specific tags.
   Dynamic Lists: Build dynamic contact or lead lists based on tag criteria.
3. Improved Reporting and Insights
   Segmented Reporting: Generate reports for specific groups tagged with labels like Prospects, Repeat Customers, or High Revenue.
   Trend Analysis: Identify trends and patterns across different tagged groups.
4. Better Team Collaboration
   Clear Communication: Team members can understand the status or priority of a client at a glance with tags.
   Task Assignment: Assign tasks more effectively based on tag categories.
5. Automation Triggers
   Workflow Automation: Automate tasks based on tags (e.g., send an automated follow-up email when a contact is named Interested).
   Custom Alerts: Set alerts for tagged clients, such as High Risk or Renewal Due.
6. Adaptability
   Scalable System: Easily add, remove, or update tags as your business evolves.
   Cross-Functional Use: Use tags across different modules (e.g., contacts, tasks, deals, or campaigns).
7. Personalized Communication
   Targeted Marketing Campaigns: Create highly targeted email campaigns for tagged groups, such as Event Participants or Product X Users.
   Client Engagement: Deliver personalised interactions based on customer preferences or behaviours tracked through tags.
8. Compliance and Auditing
   Risk Management: Tag clients with compliance-related labels like KYC Pending or AML Checked.
   Audit Trails: Easily track and review client or deal categories for audits.

Step 1: Create a tag category

On the Company page, select the Tags tab. Once on this tab, select the tab called "tags categories". Choose a name and a colour for your tag category. Select the button "new".

My tag category is now created

Step 2: Create a tag

Select the tab called "tags". Insert a name and select a category assigned to your new tag. Select the button "new".

My new tag is now created. I can now see the colour and the category assigned to my latest tag.

Step 3: Create your own tagging rule

Select the tab called "tags automation". Choose a name and the tag affected by your rule. Select the button "new".
Continue by choosing the asset class and the available rule. Click on "add" to detail your rule and save.

My new rule is now created. I can now see the name of the rule I just made, with the asset class and the tag that is associated with it.

This example would mean that all the bonds coming from the oil and gas industry will be automatically tagged by the machine with the tag "Oil & Gas" in the rule called "Oil & Gas industry" in the category in light purple "London team".

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Please note that only administrators can edit tags and regulations.

Tag Bulk Import

1. Go to My Account/Company/Global Consolidation
2. Use the filters to export all portfolio positions. You will receive a file with all your positions including a column.
3. Open the file and edit the tag column. Save and re-import it.
4. Go to My Account/Company/Custom Security
5. Click Bulk Import, select the modified file, and click Save.