Tags, Notes & Custom Fields

The One Stack provides cross-product tags, shared notes, and custom fields that attach to Hub company records and are visible from any integrated product. This gives your team a unified view of client information regardless of which product they are working in.

Tags

Tags are labels you apply to entities (companies, contacts, tickets, devices, etc.) to categorize and filter them across products.

Creating Tags

1. Go to Hub > Settings > Tags.
2. Click New Tag.
3. Enter a tag name and optional color.
4. Click Save.

Tags are available across all products immediately after creation.

Applying Tags

You can apply tags from any product that supports tagging:

• In the entity detail view, click the Tags field and select from the dropdown.
• Type to search for existing tags.
• Multiple tags can be applied to a single entity.

Filtering by Tags

Use tags to filter lists and views:

• Most product list views include a Tags filter in the filter bar.
• In Hub, go to Companies and use the tag filter to find all companies with a specific tag.
• Tags are searchable from the global search bar.

Managing Tags

From Hub > Settings > Tags you can:

• Rename tags (the change propagates to all tagged entities).
• Merge duplicate tags.
• Delete tags (removes the tag from all entities).
• View usage counts per tag.

Notes

Shared notes are attached to Hub company records and visible from any product when viewing that company's context.

Adding Notes

1. Open a company record in any product.
2. Click the Notes tab or panel.
3. Click Add Note.
4. Enter your note text. Markdown formatting is supported.
5. Click Save.

Notes are timestamped and attributed to the user who created them.

Note Visibility

Notes added from any product are visible from all other products. For example, a note added from PSA while working a ticket will appear when viewing the same company in CRM, Books, or any other product.

Note Types

• General — Free-form notes visible to all users with access to the company.
• Internal — Notes flagged as internal are only visible to users with admin or manager roles.
• Pinned — Pin important notes to the top of the list for quick reference.

Custom Fields

Custom fields extend Hub company records with additional data points specific to your business.

Field Types

Type	Description	Example
Text	Single-line text input	Account Manager Name
Text Area	Multi-line text input	Special Instructions
Number	Numeric value with optional decimal places	Annual Revenue
Date	Date picker	Contract Renewal Date
Dropdown	Single selection from predefined options	Client Tier (Gold, Silver, Bronze)
Multi-Select	Multiple selections from predefined options	Services Subscribed
Checkbox	Boolean true/false	VIP Client
URL	Clickable link	Client Website

Creating Custom Fields

1. Go to Hub > Settings > Custom Fields.
2. Click New Field.
3. Select the field type.
4. Enter the field name, optional description, and default value.
5. For Dropdown and Multi-Select types, define the available options.
6. Set whether the field is required when creating a new company.
7. Click Save.

Cross-Product Visibility

Custom fields defined in Hub are visible from all integrated products. When viewing a company record in PSA, CRM, or any other product, custom fields appear in the company detail panel.

Filtering and Searching

Custom fields are included in the advanced filter options on company list views:

• Text fields support "contains" and "equals" filters.
• Number fields support range filters (greater than, less than, between).
• Date fields support date range filters.
• Dropdown and Multi-Select fields support "is" and "is any of" filters.

Importing and Exporting

You can bulk-update custom field values:

1. Go to Hub > Companies.
2. Click Export to download a CSV with all custom field columns.
3. Update values in the CSV.
4. Click Import and upload the modified CSV.

The import will match on company name or domain and update the custom field values.

API Access

Tags, notes, and custom fields are accessible via the Hub API:

• GET /api/companies/{id}/tags — List tags for a company.
• POST /api/companies/{id}/tags — Add a tag to a company.
• DELETE /api/companies/{id}/tags/{tagId} — Remove a tag.
• GET /api/companies/{id}/notes — List notes for a company.
• POST /api/companies/{id}/notes — Add a note.
• GET /api/companies/{id}/custom-fields — Get custom field values.
• PATCH /api/companies/{id}/custom-fields — Update custom field values.

See the API Reference for full endpoint documentation.