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Manage sales and rental listing tags

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Summary

Learn how to set up Listing Tags, customise tag colours, and use them to organise your listings.

This article covers:

About listing tags

Listing Tags allow you to categorise and organise Sales and Rental Appraisals and Listings. Tags can be customised with colours and applied to a listing. You can also filter listings by tags and export tag data.

Listing Tags can be attached to the following:

  • Sales Appraisal
  • Rental Appraisal
  • Sales Listing
  • Rental Listing

Manage listing tags

You can create and manage Listing Tags from the settings menu.

Note: Only users with the Setup Categories/Tags access control level (ACL) can manage tags.

Create a listing tag

To create a listing tag:

  • Go to: Settings > Listings > Listing Tags
  • Click Add Listing Tags to create a new tag
  • Enter a Tag Name 
  • Select a Background Colour

  • Click Save

Edit a listing tag

To edit a listing tag:

  • Click the listing tag
  • Enter updated name
  • Select a Background Colour

  • Click Save

Delete a listing tag

To delete a listing tag:

  • Go to: Settings > Listings > Listing Tags
  • Click the listing tag
  • Click the Trash bin icon

  • Click Save
Note: A log event is recorded whenever a tag is added or removed.

Apply or remove tags from a listing

Tags can be applied to individual listings or removed when no longer needed.

To apply a listing tag:

  • Go to: Sales > Listings or Rental > Listings
  • Select the relevant listing

In the Sales Listing screen:

  • Locate the Listing Tags section
  • Click Add

  • Select the Listing tag

  • Click Save

To add an additional listing tag:

  • Click the Pencil icon in the Listing Tags section

  • Select the Listing tag

  • Click Save

To remove a tag: 

  • Click the Pencil icon in the Listing Tags section

  • Click X next to the tag

Access board view for listing tags

Board view allows you to manage listings in a visual, Kanban-style board interface. You can create boards, add columns, and drag listings between stages to update tags automatically.

To access the board view for listing tags:

  • Go to the Listing Search screen
  • Select the Boards option

  • Click Create Board 

  • Enter your Board Name (e.g., Pre-Marketing)
  • Click the + sign to add columns for each listing tags you want to track

  • Click Save

This will open your board where you can review existing listing tags and drag listings between stages to update tags automatically. 

To update tags automatically:

  • Drag and drop listings between columns 

  • Click the listing to confirm that the correct tag appears on the listing after moving it

Filter listings by tags

Filtering by tags allows you to narrow down listings based on specific tag conditions. You can combine multiple conditions for complex searches.

To filter listings by tags:

  • Go to: Sales > Listings or Rental > Listings
  • Click +Add Filter Item

  • Select Listing Tags 
  • Select condition (e.g., is any of, none of)
  • Select the listing tag you want to view

  • Click + Add OR Condition to include more tags or conditions

  • Click Apply view filtered results

This will filter your listings based on the selected tags. In your Listings view, you’ll see only the filtered results that match your conditions.

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