> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 r…

# 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.edit` permission. 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**.

## Permissions

| Permission                | What it grants                               |
| ------------------------- | -------------------------------------------- |
| `ce.contacts.tags.view`   | See tag chips on contacts and pipeline tiles |
| `ce.contacts.tags.edit`   | Add and remove tags on a contact             |
| `ce.settings.tags.manage` | Create, edit, and delete tag definitions     |