Articles on: Member management

Adding tags and internal notes to members

You can add tags to deal room members when application and member tags are enabled in your deal room. You can enable/disable them in deal room Settings > Preferences > Deal room > Application and member tags. When tags are enabled, you are also able to set up a predefined list of member tags for use in your deal room in deal room preferences. You and your team members can choose tags from the predefined list as well as add tags that are not included in the list when adding tags to members. Tags can be added only by members who have full edit members access (see above).

To add tags to a deal room member, go to the members tab and choose to edit the member. You can also add tags to multiple member profiles at once when you multi-select members you want to add a tag to and choose ‘Edit tags’ from the Actions menu that appears on top of the members list. The same applies to removing tags from multiple members at once.

Member tags are visible to all deal room members who have ‘View members’ or higher members access. You can filter members by tags from the filtering section or use the filter search.

While editing members, you can also add internal notes to members. Internal notes are visible only to members who have full edit members access. You can use separate notes search to find members by internal notes.

Updated on: 20/04/2022

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