Custom Tags Feature

The Custom Tags feature in Kipu CRM significantly enhances the customization and documentation capabilities for organizations. Users can create free-text tags that can be applied to various entities within the system, including Patients, Opportunities, Calls, Decisions, and Tasks. Custom Tags serve multiple purposes, such as indicating the region from which a referral originated or highlighting important characteristics for each patient record. This flexibility allows organizations to better organize and manage their data, leading to improved workflows and more personalized care.

Requirements

Users must have the Super user security role.

Creating Custom Tags

To create a custom tag, complete the following steps.

Navigate to Admin > Preferences > Manage Tags.
Utilize the Select a Tag System field to choose your desired tag type.
Enter your desired tag label in the Value field. Set the Active toggle to Yes, then click Add Item.
The custom tag will be added to your list for the tag area selected.

Managing Tags

Once you have created tags, you can manage them as needed.

To begin, navigate to Admin > Preferences > Manage Tags.
Utilize the Select a Tag System field to choose your desired tag type.
Select the call queue tags that you would like to manage.
You can perform the following actions:
- Edit the custom tag label by making the desired edits in the Value field and clicking Save Item.
- Deactivate the custom tag by selecting No under Active and clicking Save Item.
- Delete the custom tag by clicking Delete.
  
  Important: A custom tag cannot be deleted from the CRM if it has been applied to any records in the system. A user must remove all references tied to the tag in order to proceed with deletion.