Tags - Customising & Usage

Within Snoofa there is a customisable tagging system. Tags can be a powerful tool with multiple functions. They can be used to segment Clients, mark Items, make Notes, leave instructions, & much more. All Tags are created within Snoofa System Settings, & there are 4 types. Note, Client, Item, & Online Valuation Tags.

SETTINGS > System Settings > Tags

Snoofa Custom Tags

How-To Create Tags

Creating new Tags within Snoofa is easy, just go to Tags within System Settings, choose which sort of Tag you wish to make & click on the + plus sign. 

Creating Tags

Click on System Settings
Click Tags on submenu
Click on the + plus sign within your desired type sections
Give the Tag Name, it will be displayed throughout Snoofa, & should be concise
Give an optional Description - this is useful for providing an explanation of the Tags intended Usage
Choose a Background Colour & Text Colour - just click inside the relevant box & use the picker

Note Tags

Note Tags are simple, yet handy labels that appear on Client Detail pages. One use might be highlighting a phone conversation you had with the Client, so your colleagues are aware or you can remind yourself of it. You could create a Note Tag to highlight anything you wish, e.g. Appointments, Phone Calls, Emails, or whatever you choose.

Client Detail

Client Tags

The possible usage for Client Tags is huge. You can mark each individual Client with multiple Tags that will show up within the main Clients Datagrid, which can even be filtered by a Tag or multiple Tags. It is up to you which Tags you would like to create and which Clients you wish to attached them to.

Client Tags are added when creating a client or later can be added by editing a client.

E.g. You can have a VIP Tag for Clients, allowing you to easily filter showing all your VIPs. Or all Clients that have an interest in paintings or watches. Or, even bracket Clients by spending limit, the possibilities are only limited by imagination. 

Client Datagrid

Item Tags

Item Tags are a great operational tool, when preparing catalogues. A catalogue could be filtered by these Tags, e.g., you could create a Tag called Ready, which is attached to every Item which is ready for your auction to go live. Or a Tag called Specialist to check, that could be attached to Items that need this, before sale launch. 

Catalogue Filtered Items

Online Valuation Tags

These are a great way to segment Online Valuations. E.g., having a VIP or SELL Tag, showing the Client wishes to sell their Item(s). The Tags can be added to the Valuation page, & used to filter Online Valuations in the Datagrid. 

Online Valuations Datagrid

More How-To Guides

Users - Adding New Staff

The following article is to show you how-to add new Users (your staff) to your Snoofa system. New Users will be able to access & make changes to your system, so please consider carefully who needs access, & also very importantly what level (Role) of permissions they will have. See more here: Users - Adding New Staff