Household tags help you categorize and filter clients and prospects. Tags are managed at the company level and apply across all books.
Tags are labels you apply to client and prospect records. Unlike service tiers (which indicate A/B/C/D service levels), tags are flexible categories for any grouping you need:
- Demographics — Retiree, Business owner, Young family
- Services — Financial planning client, Tax client, Insurance only
- Status — Review due, Needs attention, VIP
- Source — Referral, Seminar attendee, Website lead
- Navigate to Settings → Data customizations → Household tags.
Note: Only admins can create, edit, or delete tags. All team members can apply existing tags to records.
Create a tag
- Click New tag.
- Enter a descriptive name.
- Press Enter or click the checkmark to save.
Edit a tag
- Click on the tag name to edit it inline.
- Press Enter or click the checkmark to save.
Editing a tag name updates it on all records where it is applied.
Delete a tag
- Click the trash icon next to the tag.
- Confirm deletion.
Deleting a tag removes it from all households. This cannot be undone.
On a client or prospect record
- Open the client or prospect record.
- Locate the tags area.
- Click to add a tag and select from existing tags.
Bulk tagging
Tag multiple households at once:
- Select multiple records in the clients or prospects list.
- Use the bulk update action to add or remove tags.
In your clients or prospects list:
- Click Filter.
- Select a tag filter to show only matching records.
| Method | Best for |
|---|
| Tiers | Service level (A/B/C/D) |
| Tags | Flexible categorization |
| Custom fields | Structured data with specific values |
Best practices
- Use clear, consistent names. “Annual review due” is better than “AR.”
- Review tag usage periodically. Delete unused tags and merge similar ones.
- Avoid over-tagging. Each tag should serve a purpose. If no one filters by it, consider removing it.
Common tag systems
By service type
- Financial planning
- Investment management
- Tax preparation
- Insurance
- Estate planning
By client lifecycle
- New client
- Onboarding
- Active
- At risk
- Inactive
By review status
- Review scheduled
- Review due
- Review overdue
Next steps
