Adding tags to an enquiry

Adding tags to an enquiry

Tags are a good way of keeping track of children with specific requirements or circumstances. Tags can be filtered, and also fit into various aspects of system functionality. 

When a tag is added to an enquiry, if the tag is also relevant to children it carries over to the child’s profile when they’re enrolled. 
  1. Go to eyenquiries > Pipeline.
  2. Click on a child’s name to bring up their enquiry profile.
  3. Tags are shown under a child’s name. Click  to add a tag.
  4. Choose a tag from the list (find out more about creating tags) and click the  icon to add it.