What Are Note Tags?
Note tags are a great way to add another level of organization to your customer, pet, and booking notes! Note tags are a way to identify and search for relevant notes quickly. Not only is it great for easy visual reference of information, but it can also be used to filter pets/customers based on note tags via the Notes Report under the Miscellaneous reports option.
How to Set Up Note Tags
In order to create a Note Tag, you must go to Settings > Administration > Note Tags. From here, you can create headings to organize the various tags.
- Create a heading(s) so that you can categorize note tags.
- Add specific note tags that will fall under the headings.
- Choose a custom colour to help categorize the note tags.
- Select the order icon,
, beside the heading to arrange the tags into your preferred order
- To organize the headings into your preferred order, select “Sort Headings”
How to Use Note Tags:
Once the Note Tags are set up and you need to create a note for a customer’s profile, you can select the notebook icon on the top right corner of the page. This will generate a window where you can customize your note and include the ‘Assign Tags’ option.
By selecting ‘Assign Tags’ your list of custom headings will appear, along with the option to “expand” and “collapse” based on the heading(s).
When searching notes on the customer’s profile, you can also filter their notes according to the tags they are assigned to.
Additionally, the “Notes” report will help you filter out specific notes for all pets, customers and bookings and the option to filter by Note Tags will allow you to refine your search for specific information further. You can view the report based on the date the note was added or based on bookings within the given date range.
Recent Comments