Creating tags for enquiries

Creating tags for enquiries

Tags are a functionality that exist across multiple eyworks products, which allow for greater categorisation of staff, children, etc. But here we'll be talking specifically about creating new tags as a way of categorising enquiries.
  1. Go to  > System Settings.
  2. Click on the Tags tab on the left.
  3. Click on the  button in the top right.
  4. Fill out the Tag's Name, Description, and Colour. 
  5. Check the Enquiries box.
  6. Click Save.
If you want tags to carry over from the Enquiry Profile on eyenquiries to the Child Profile on eymanage, make sure you check both the Enquiries box and the Children box.
To create tags for all nurseries, go to  > Global Settings, then continue from Step 2.

    • Related Articles

    • 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 ...

    • Creating a payment in eyenquiries

      You’re able to mark an invoice as paid through the Transactions section of an enquiry profile, or through the Invoices tab. Through the enquiry profile Go to eyenquiries > Pipeline. Click on a child’s name to bring up their enquiry profile. Click on ...

    • Creating an invoice in eyenquiries

      Sometimes, it's necessary to request payment from parents during the enquiry process, which is why eyenquiries has its own invoicing system. It shares some features with the eymanage invoicing system. Go to eyenquiries > Pipeline. Click on a child’s ...

    • Creating document types in eyenquiries

      Creating document types in eyenquiries is necessary if you want to allow parents to upload certain documents to the registration form. Some of the options available when creating a document type only apply for eymanage features, so in this article ...

    • Downloading data from eyenquiries

      What follows is a list of the kinds of data you can download off eyenquiries, from where, and in which formats. With eyenquiries, you can either download data directly from a section of the system, or generate the data you need from the Reports tab. ...