What Are Property Tags?
Agents with certain permissions can leave 'tags' against properties. This is useful if you want to be able to filter by certain property groups, such as those covered by British Gas HomeCare for example:
Tags can be managed by going to Setup > Tags.
Why are property tags useful?
Property tags can be used as filters to allow you to group properties together and run searches on these groups.
Additionally, property tags can be really useful when using Co-pilot, as they will allow you to be more granular when adding filters to rules. For more information on Co-pilot, please check out our videos here.
Can I import property tags?
If you want to add tags to multiple properties at once (with multiple tags if you wish!), you can now do this with the aid of a data import. Please find the template for importing your property tags at the bottom of this article.
Simply enter the property details as they appear in your Fixflo system (you can export these easily via the 'Properties' tab > Options > Export to CSV) and enter the tag you want to apply against the property. To add multiple tags to the same property, separate them with a comma.
Due to GDPR, we have built a secure way for you to send us your data imports. Please click here for a guide on how to do this.
Filtering a property search by property tags
Via the Properties tab on the left-hand navigation bar, you can open the search filters and view the properties that have been assigned a specific tag:
Please note that if you are on the Fixflo Manager package, you will be able to filter properties by multiple property tags at once, allowing you to make more granular searches. You will be able to choose if results should match ANY or ALL tags.
This is particularly useful when using our additional multi-dashboard feature to create saved searches and dashboard panels, which will give you a more detailed visibility of your maintenance issues. To learn more about configuring your dashboard as a Fixflo Manager user, please see the following guide: Multiple/Custom Dashboard Overview
Filtering an issue search by property tags
You will also have the same search filter options available at Issue level! This means that you can easily view issues raised against all properties with a specific tag.
For example, you may wish to view all of the issues raised against properties that British Gas HomeCare covers. To do this, please navigate to Issues > Issue search > Open the drop-down filters button > Filter by 'Property tag', as well as any specific filter types you would like to add > Search.
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