Tags, statuses and notes

How to sort profiles by tags and statuses, write a note, find the ones you need with a filter and save the filter as a view.

After this page your profiles are sorted by tags and statuses, each has a note, and any group is one click away.

You need

For your own personal tags it is enough that you see the profile. Shared tags are put on by whoever may edit the profile.
A viewer only sees tags.
The organization’s admin changes the list of statuses.

Steps: tags

In a profile’s row, press + tag.
Start typing a name and pick the tag from the list. The tag is applied at once.
No such tag yet: finish typing the name and press Create personal “…” (only you see it) or Create shared “…” (the whole organization sees it). The new tag goes on the profile at once.
To tag several profiles, tick them and pick the tag in the Actions on selected bar. A dash next to a tag means it is on some of them; press it and it goes on all.

The list groups tags into Personal and Organization. Tags the app puts on are hidden; Show system shows them. If a tag switches on an extension kit, that is written under its name. How personal tags differ from shared ones: Tags: personal, shared and system.

To rename, recolor, merge or delete a tag, open the Tags section: you change your own personal tags, an admin changes shared ones. A deleted tag comes off the profiles; the profiles themselves stay.

Steps: status

Press the status in a profile’s row, or pick a Status in the profile form.
Pick a status from the organization’s list.

A profile has one status: what is going on with it now. Tags stay alongside. Final statuses (for example, “Ban”) fade and go to the end of the list. The list is kept in Settings → Statuses.

Steps: note

In a profile’s row, press + note or the text of the note.
Write what the profile is for and what not to do in it. Notes support Markdown, and task checkboxes can be ticked right in the list.

Steps: filter and view

Type a name, IP, tag or note text into the search, or press Filters and set the ones you need: Status, Platform, Country, OS, Proxy, Tags, Note.
Press Save filter as a view… and type a name.

Result

The view is in the Views part of the sidebar: one click and the list shows only the profiles you need.

If it didn’t work

No Create shared “…”: you may not edit one of the selected profiles. Create a personal tag, or ask whoever runs the profile.
A tag can’t be ticked and shows a lock: it is a system tag, the app puts it on, and it can’t be changed by hand.
A shared tag has no rename button: an admin changes shared tags.
Nothing matches the filter: press Reset filters.