Tags in Caruso provide an efficient way to categories and manage investor base. Super Admins can create, edit or delete tags, enabling other teammates to apply these tags to relevant accounts and investing entities.
Create and manage investing entity tags
To create and use a tag for investing entities, navigate to a particular investing entity and from the banner click on Add Tags.
Here you will be able to view and apply existing tags or create a new one by typing in the tag and selecting Add.
To edit or delete an existing tag, click Manage tags.
Here, you can delete unwanted tags or edit an existing one. Any changes, such as updating the tag name or deleting the tag, will be applied to all investing entities associated with that tag.
To filter investing entities by tags, go to the Investing Entities module, and use the Tags filter to select the appropriate tags. This will only display the investing entities with the selected tags.
Pro tip
The All Investing Entities report includes tags, making it easier to categorise and filter investing entities.