Custom Fields & Tags

Found in the right-hand pane on all records, Tags let you create groups of records. For example, you could use a tag on a Contact to indicate that they are a buyer, so you can filter for them later on.

Tags allow a user to add any interesting snippets of information to a record that they think might come in handy. They can then be searched for through any list view (Contacts, Properties, Listings) to pull a list of all records containing that particular Tag.

For example, a specific Tag added to a Contact record may be beneficial for a future sale.

Imagine your potential buyer was a Tennis fanatic - tagging them as such would prove valuable if you ever listed a Property with a Tennis court. The value of your data is intrinsically linked to the volume that you store – tags allow you to build up a much richer record of your clients.

In real estate, relationships are everything.

Check out the Help Center where you will find all of the tips on how to add tags and how to add System Tags, to Rex CRM.