Tags in Caruso provide an efficient way to categorise and manage your investor base. Super Admins can create, edit, or delete tags, enabling other teammates to apply these tags to relevant accounts and investing entities.
Step 1: Add Tags to an Investing Entity
In the navigation pane, select Investing Entities.
Open the entity you want to update.
From the banner, click Add Tags.
Step 2: Apply or Create Tags
To apply existing tags, select them from the list.
To create a new tag, type the tag name and click Add.
Editing or Deleting Tags
Click Manage tags to edit or delete existing tags.
Any changes made will automatically apply to all accounts using that tag.
Filtering Investing Entities by Tags
In the navigation pane, select Investing Entities.
Use the Tags filter to select the relevant tags.
This will display only the investing entities that have the selected tags.
Click the tag, then select Update Filter.
Using Tags in Reports
Tags can also be used in reporting to help you analyse and group investing entities efficiently.
To create a report:
Go to the Reports section from the navigation bar.
Select the All Investing Entities report.
Click Download to export the data.
Once downloaded, you can filter or sort investing entities by tag to view related groups, such as VIP investors or accounts pending verification. This makes it easier to review portfolio values, identify trends, and track engagement across specific investing entities types.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.