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Contact tags and custom fields

Contact tags and custom fields

~3 min read

Two ways to layer information onto a contact: tags (short labels you can search and filter on) and custom fields (typed fields you define once and fill per contact). Tags are for cohorts. Custom fields are for facts.

Tags

Closr ships with a standardized preset list so the same person doesn't end up tagged "buyer", "buyer-2025", and "Active Buyer" across three different teammates. The presets cover the cohorts most agents care about:

  • •**Buyer**, **Seller**, **Investor**: current role
  • •**Past Client**: closed deal in the past
  • •**Hot**, **Cold**: engagement temperature
  • •**VIP**: top-of-book attention

You can add free-form tags too, but the presets are what search defaults to.

Adding and removing tags

Three ways:

  • •**From chat**: "Tag Sarah as Past Client" or "Remove the Hot tag from Tom Brown". Cody finds the contact and updates the tag list.
  • •**From the contact card**: open any contact, scroll to Tags, click "Add tag" and pick from the suggestion list or type your own.
  • •**From the contacts list**: select multiple contacts and bulk-tag them with one click.

Tag search is exact match. Searching "Buyer" returns contacts tagged "Buyer", not contacts tagged "Buyer Lead". This is on purpose: it keeps cohort queries clean. If you want every buyer-flavoured contact, search by multiple tags or by a custom field instead.

Custom fields

Anything Closr doesn't have a built-in field for. Examples agents have set up:

  • •**Lender** (text): preferred lender for buyer-side clients
  • •**Pre-approval amount** (number): for buyers
  • •**Move-in deadline** (date): for time-sensitive clients
  • •**Source** (select): Open House / Referral / Web / Social / Realtor.ca
  • •**Has pets** (boolean): relevant for showings access notes

Creating a custom field

  1. 1Settings → Custom Fields.
  2. 2Click "Add field".
  3. 3Pick a label ("Pre-approval amount"), a type (TEXT, NUMBER, DATE, SELECT, BOOLEAN), and options if you chose SELECT.
  4. 4Save. The field now appears on every contact card.

The key gets slugified from the label (`Pre-approval amount` → `pre_approval_amount`) so it's stable for filtering and chat queries.

Filling and querying

On any contact, the field shows in the Custom Fields section of the card. Type a value, it saves on blur.

In chat, you can ask Cody:

  • •"Show me contacts with a pre-approval over $1.5M"
  • •"Pull up everyone whose move-in deadline is this month"
  • •"Who came from Open House?"

Cody filters on the slug, so the queries work as long as the field exists.

Don't create a custom field for something a tag would handle. "Investor" is a tag (cohort, you'll filter on it often). "Pre-approval amount" is a custom field (fact, you'll read it on the card and occasionally query against it).

Related guides

  • •`contacts-import`: tags map from your old CRM on import
  • •`pipeline-threads`: saved views can filter by tag