Contact Tagging — User Guide
Tags let your team flag a contact with quick-read labels — for example High Acuity, Do Not Admit, Justice Referral / JTOP, or Peer Support Candidate — so the right people see the right context as soon as the contact appears on the pipeline or in search results.What you can do
- See tags everywhere a contact appears — contact profile, lead detail, and pipeline tiles all show the same tag chips with consistent color.
- Add or remove tags on a contact if you have the
ce.contacts.tags.editpermission. Search by tag name in the popover, click to apply, and click the chip’s × to remove. - Filter by tags on the lead pipeline. Pick one or more tags in the
“Tags” filter and choose Any (OR) to see contacts matching any tag, or
All (AND) to see only contacts matching every selected tag. Your
selection is shareable via the URL (
?tags=...&tagMode=and|or). - Spot alerts at a glance. Tags marked as Alert render with a red outline on the contact’s pipeline tile and profile, surfacing safety- or policy-relevant context without color alone.
What tags are not
- Tags are not a substitute for clinical urgency. CE-58 still owns the per-lead urgency field that drives intake SLAs.
- Tags are not private notes. Every add/remove is audited (see CE-60 “All History” tab) including who, when, and which tag.
- Tags do not affect billing, scheduling, or document access.
Tips
- Use Alert tags sparingly — if everything is alarming, nothing is.
- Prefer your organization’s curated tag set over freeform notes so reports and filters stay useful.
- If you need a new tag, ask an org admin to add it from Settings → CE → Contact Tags.