What are company tags?
Company tags are short internal notes you can add next to company profiles so that you can flag important information and create reminders when adding subcontractors to projects.
The purpose of company tags
Adding company tags allows you to keep track of your own preferences as well as the preferences of subcontractors you work with. For example, you can add the tag “Do Not Use” if a company requested not to receive bid invites. You can also add tags such as “Send bid invites to Erika” if only one person within the company handles bid invites, and you can even add CSI codes next to company profiles.
Who can see company tags?
Company tags are visible to all internal employees, but members of the company being tagged will not have access to the tags. These are strictly for you and your coworkers’ benefit only.
How to add company tags from the search bar
From any page on BuildingConnected you are able to search for a company in the search bar at the top of the screen, as shown below.
Click on the name of the company to bring up their profile, then click on the “Edit Tags” button.
To enter a tag, you can either select from the drop-down menu if you have previously entered tags, or simply begin typing the tag you’d like to add. Once the tag is written, press the enter key on your keyboard.
If you’d like to add more than one tag, click anywhere next to the tags that have already been selected and begin typing the new tag.
Once you have added the appropriate tags, click "Save."
How to add company tags from the Contacts page (BC Pro)
To add company tags, navigate to your Contacts page from the menu on the left-hand side then search for the company using the search bar on the top left-hand side. Click on the name of the company you’d like to add a tag to.
This will bring up the same window as shown above which shows the company overview. From here, you can add the necessary tags before clicking save.
How to remove company tags
To remove a tag from a company, navigate to the company overview window by searching for the company on the Contacts page or the bar at the top of any page. Click the “Edit Tags” button then click the small “x” next to the tag you would like to remove.
Once the tags are updated, click “Save.”