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Tags

Tags are free-text labels attached to records across the platform — deals, contacts, companies, documents, branches, and turnover streams. They are a lightweight way to group and find records, and they power the tag filters on the deal browser, company directory, and other lists.

How tags work

A tag is just a label plus a reference to one record. Adding a tag to a deal creates one tag reference; there is no separate tag dictionary — a tag "exists" simply because one or more records carry it. Tags are site-scoped: each tenant has its own tags.

The same tag text can be applied to many records of many types. The object types that can be tagged are: deals (arrangement), contacts, companies, documents, branches, and turnover streams (figuresEntry).

Some tags are applied automatically by the platform — for example documents get EXCEPTION!, Rejected, or Under Review tags during the approval flow, and certain contacts carry system tags used by campaigns and questionnaires.

The tag manager

The tag manager (/tags) lists every distinct tag on the site with a count of how many records carry it, and exports to Excel. Opening a tag shows everything tagged with it (deals, contacts, companies, documents — each with an icon and link), and offers Delete all, which removes that tag from every record across the site.

Known quirk: documents show as a question-mark icon with a blank name in the per-tag list. Document tags are stored under the type name document, but the list's icon/name lookup only recognises dmsDocument, so document references fall through to the generic rendering. The reference itself is real and Delete all still removes it.

Filtering by tag

Clicking a tag (or filtering a list by tag) finds the records carrying it. Tag filtering is wired into each feature's own search rather than a generic tag endpoint — for deals, the deal browser filters on the tag; for companies, the directory does. So filtering results still respect that feature's permissions (e.g. deal-by-tag results are limited to deals you can see).

Tags reach the search index because each record embeds its current tags when it is indexed, and changing a record's tags re-indexes it — so a newly added tag becomes filterable once the record re-indexes.

The dedicated tag-filter screen exists only for deals — it ships a single template (for arrangement); there is no equivalent screen for other record types, whose tag filtering happens inside their own list views.

Who can use tags

Viewing the tag manager, searching tags, and deleting tag references require a logged-in user; actions are limited to the current site's tags.

Why do tags behave unexpectedly

  • A tag disappeared from many records at once — someone used "Delete all" in the tag manager, which removes it everywhere on the site.
  • A newly added tag doesn't filter yet — the record hadn't re-indexed; tag changes re-index the owning record, but there can be a lag.
  • A tag count looks high/low — counts are of tag references (one per record), so the same label on 10 deals counts as 10.

What tags are not

  • Not permissions — role/permission groups are a separate mechanism (permissions matrix); tags don't grant access (except where a feature deliberately keys on a system tag).
  • Not categories — deal/product categories are a structured hierarchy; tags are flat free text.