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Tags for correspondence

  • December 4, 2025
  • 2 replies
  • 17 views

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It would be great if we could tag correspondence items with bespoke tags, setup in settings with various colours (and icons?).

To be useful, you’d need to be able to filter by tags in the correspondence tab. I can see you can filter by method (e.g. email etc.) but not a tag or category.

You would also need to be able to add and remove tags in bulk, not one by one - e.g. tick items on the correspondence list and click ‘Edit Tags’ or similar.

You’d also need to be prompted to select a tag when adding correspondence.

Example use cases might be:

Consent
Automated (e.g. recalls)
Finance
GDPR
Diagnostic
Laboratory
Other

This is a fairly simple, 101 type tool in most SaaS file management systems. 

2 replies

Hebe Lowen
Community Manager
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  • Community Manager
  • December 4, 2025

Thanks for sharing ​@aferguson024 - I will pass this onto the product team for review.

If you have any further info/context, or if anyone else would like to add their feedback, please drop a comment below!


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  • Savvy Contributor
  • December 5, 2025

Also, I think consent forms should be linked to the chart and not correspondence.