Settings: Tag Cloud
Learn how the Tag Cloud section lets your business create important account tags that can be applied throughout the CRM to highlight useful warnings, priorities, or special notes.
Thought Process
The Tag Cloud section exists so the business can create clear, reusable labels that help staff understand something important about an account at a glance.
Not every important piece of account information belongs in a long note or hidden inside the record. Sometimes the business needs a simple way to flag something quickly and visibly, such as whether a client needs special care, requires extra attention, or presents a commercial risk.
Why it matters
Tags help surface important account information quickly, without users needing to read through the full account history first.
Why it helps
A shared tag system makes it easier for teams to spot warnings, priorities, and account characteristics in a more visible and consistent way.
What This Section Does
Create reusable tags
Build the tags your organisation wants to use so they can be applied consistently across different accounts.
Highlight important account information
Tags can draw attention to accounts that need a certain kind of care, caution, or special handling.
Show warnings clearly
Tags can be used to mark things such as vulnerable clients, bad payers, or other important account conditions that staff should notice quickly.
Support the whole organisation
Because the tag list is created centrally, staff across the organisation can work from the same shared understanding.
Help with sorting and visibility
Tags make it easier to identify and work with accounts that share a certain characteristic or need a certain kind of attention.
Edit and maintain tags
Tags can be updated over time as the business changes what it needs to highlight or monitor within the CRM.
How Tags Might Be Used
Vulnerable Client
A tag like this can make staff more aware that the account needs extra care, sensitivity, or a more considered approach.
Bad Payer
A tag like this can alert staff that there may be payment issues or a history that should be considered before progressing further.
Priority Account
Tags can also be used positively, for example to mark high-value, strategic, or priority clients.
Special Handling
Some accounts may need communication or account management handled in a specific way, and tags can make that more visible.
Simple Walkthrough
- Go to Settings.
- Open the Tag Cloud section.
- Create the tags your organisation wants to use.
- Save the tags so they become available throughout the CRM.
- Apply the relevant tag to accounts where needed.
- Review and update the tag list over time so it stays useful and relevant.
Getting the Most From Tag Cloud
Keep tags meaningful
Only create tags that carry a clear purpose, so staff understand what each tag is meant to signal.
Use tags for visibility, not full notes
A tag should flag something important quickly, while the fuller detail can still live elsewhere in the account record if needed.
Use shared wording
Consistent tag names make it easier for different staff members to interpret accounts in the same way.
Do not create too many
A smaller, more useful set of tags is usually better than a long list where the meaning becomes unclear.
Review them regularly
As your business changes, some tags may become more useful and others may no longer be needed.
Use sensitive tags carefully
Where a tag highlights something sensitive, make sure staff understand how it should be used appropriately and professionally.