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Tags

Categorize your SideDrawer for easy searching and sorting

Written by Support
Updated over 2 weeks ago

This article is for: SideDrawer Console users

What Are Tags?

Tags are labels that you can add to help you search, sort, and filter elements in your SideDrawer Console.

Adding tags to your Drawers helps you manage and organize your SideDrawers menu, by filtering based on categories that are important to you, such as region, user type, or advisor group.

How Do Tags Work?

In the Productivity->Tags Management menu, you can create the tags that are useful to you, and group them into hierarchies.

From this menu, or from the Accounts->SideDrawers menu, you can assign tags to SideDrawers.

Once tags are assigned, you can use the filter tool in the SideDrawers menu to search, sort, and filter your SideDrawers by tag.

Tags Hierarchy

Tags are organized in three layers: Category, Tag, and Sub-tag.
This hierarchy lets you easily manage grouping of tags, and organizing your SideDrawers into useful segments.
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For example, you could set 'country' as a Category, 'region' as a Tag, and 'city' as a Sub-tag.
This lets you apply 'Canada' at the country level, with provinces like Ontario and Quebec as regions, and Toronto and Montreal as cities.
When viewing clients' SideDrawers, you can view everyone in Canada, just the Ontario residents, or just the Toronto accounts.
Also, if you apply the 'Toronto' tag to a SideDrawer, it would automatically apply 'Canada' at the country level and 'Ontario' at the region level.

Tags vs. Metadata

In SideDrawer, Tags are labels that you can add to a SideDrawer to improve searching, sorting, and filtering.

Tags usually correspond to information about the SideDrawer that is internal to your business: region, advisor, client type, etc.

Metadata usually corresponds to information about the SideDrawer that is external to your business, or connected to other systems: bank accounts, Salesforce account ID, Addepar ID, etc.

Activating Tags

The Tags feature can be activated or deactivated at the tenant level, meaning you can turn it on or off for your environment.

To activate Tags, go to Settings -> Affiliates in your Console, select the 3 dots to the right of the Affiliate name, and click Manage Client UX to open the UX menu:
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Scroll down to the Feature Management section, and toggle Enable tagging to the 'on' position:


Finally, scroll down to the bottom of the screen and click Confirm:


When your browser refreshes, you will now see Tag Management as an item in your Productivity menu:
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Productivity->Tag Management Menu

This is where you create and manage all Tags for your environment.

In this menu, you can create tags, assign them a level in the hierarchy (category, tag, sub-tag), edit existing tags, or delete tags that you no longer need.

Creating a Tag

Click on New Tag at the top right
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In the pop-up, enter the Name for your new tag.
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If the new tag is a sub-category of an existing tag, you can choose to nest it under a parent tag in the second row.
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In this example, the new tag, ontario, will be nested under the parent tag, canada
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Select Confirm to create your new tag
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Naming conventions:

tags are always in lower case, and the system will automatically apply dashes if you type spaces or special characters.

For example, if you type "new@tag 2", you will see "new-tag-2"

The purpose here is to ensure consistency, so that if you have different team members creating tags, you won't end up with one tag called "Canada1," another called "canada1," and a third called "Canada 1"

Once you name your tag, you can assign it to an existing hierarchy.

If the tag is level 1/category tag, just skip this step - later, when you create the level 2 and level 3 tags for this group, you'll be able to assign them to this level 1 tag.

You'll see a pop-up confirming that the new tag has been created.
Select Close to go back to the menu, or Submit to continue to translations
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The Translations menu lets you customize how your tag will appear in the different available languages.
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For a tag like "canada," this can stay consistent across all languages.
But for something more specific, like "account-management," you may want to add translations, to determine how it will appear to users who select a different display language.
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Once you confirm, you'll see a final confirmation screen.
Select Back to edit a previous selection, or Close to go to the main Tag menu:
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Tags Actions Menu

Clicking the 3 dots to the right of a Tag entry will bring up the Actions Menu:
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  • Edit: Change the name of an existing Tag, or nest it under a parent Tag.
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    If your Tag has already been applied to SideDrawers, the edit will apply across all drawers with the existing Tag.
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  • Add Sub-Tag: Create a new sub-tag to be nested under this Tag.
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  • Move Tag: Move your existing Tag to nest under another Tag, or make it a top-level category.
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  • Assign Tag: Apply this Tag to one or more SideDrawers.
    Use the search/filter bar to find the drawers, click the checkbox to select, and click Confirm to assign the Tag.
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  • Delete Tag: Remove this Tag from your list.
    Note that removing a higher-level Tag will automatically delete any sub-tags associated with it.
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Tags in the Accounts->SideDrawers Menu

You can also assign and manage SideDrawer tags from the Accounts->SideDrawers menu.
Click the 3 dots icon to the right of the SideDrawer name, then select Manage Tags from the Actions Menu:
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The Manage Tags screen shows all Tags assigned to this SideDrawer - if no Tags have been assigned yet, you can add an existing Tag or create a new Tag and add it to this drawer.

Tag Details

If you have multiple Tags assigned to this SideDrawer, you can use the search/filter bar at the top to locate the Tag you're looking for.

The columns show you the Tag name, the displayed name in a particular language/translation, and a count of Tagged Drawers, listing how many drawers currently have this Tag applied.

Tag Actions

  • Add Existing Tag: Assign a Tag from your Tags library to this SideDrawer.
    ​Use the search/filter bar to find the Tag you want to assign.
    Any Tags already applied to the SideDrawer will appear in the line below (in the example, 'canada' has already been applied).
    Your frequently-used tags will appear in the 'favourites' section for easy access.
    Once you have chosen the Tag you want to apply, click Confirm.
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  • Add New Tag: Create a new Tag and apply it to this SideDrawer.
    Just like creating a Tag from the Tags menu - give the Tag a Name, choose a Parent Tag if applicable, then click Confirm.
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  • Remove Tag: to remove the Tag from this SideDrawer, click the trash can icon at the right, then click Confirm in the pop-up.
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