CRM Tag

Predefined tagging system for consistent CRM synchronization

Predefined tagging system for consistent CRM synchronization

CRM Tags provide a predefined, reviewable tagging system that associations/clients can use to keep CRM sync consistent across modules (Members, Events, Courses, Orders).

Fields

Core Fields

Field	Type	Required	Description
id	UUID	Auto	Primary key
name	string	Yes	Human-readable tag name
slug	string	Yes	Stable identifier used in rules/sync
description	text	No	What the tag means / when to apply
category	enum	Yes	member, event, course, order, system
appliesTo	array	Yes	Entity types the tag can be applied to
isActive	boolean	Yes	Whether the tag is available for use

Governance

Field	Type	Required	Description
isSystem	boolean	Yes	True for platform-provided tags
clientId	UUID	No	If present, tag is tenant-scoped

System Fields

Field	Type	Required	Description
createdAt	datetime	Auto	Creation timestamp
updatedAt	datetime	Auto	Last update

Relationships

Relation	Type	Target Entity
syncRecords	OneToMany	CrmSyncRecord
client	ManyToOne	ClientProfile

Notes

• Tags should be predefined and stable (prefer slug for integrations) so mappings and downstream CRM automation don’t break.
• Associations/clients should be able to review and enable/disable the platform-provided tags, but the tag catalog itself is intended to be hardcoded/system-controlled to keep CRM automation predictable.

System Tag Catalog (recommended)

These example tags are intended to cover the most common UAT workflows.

Membership tags

slug	Meaning
member.membership.active	Member has an active membership
member.membership.expiring	Membership is within the client-defined renewal window
member.membership.expired	Membership is expired
member.membership.upgraded	Member upgraded plans
member.membership.downgrade_scheduled	Member scheduled a downgrade for renewal

Event tags (pre/post)

slug	Meaning
event.registered.pre	Member registered for an event (pre-event)
event.attended.post	Member attended / checked-in (post-event)
event.no_show.post	Member registered but did not attend (post-event)

Course tags

slug	Meaning
course.enrolled.pre	Member enrolled in a course
course.completed.post	Member completed a course

Support ticket tags / notes

slug	Meaning
support.ticket.created	Member created a support ticket
support.ticket.resolved	Support ticket was resolved/closed

Features

CRM Tag

Acceptance Criteria

Frontend

• Admin/client UI can view and manage CRM Tag records where applicable.

Backend / API

• CRUD operations exist for CRM Tag (create, read, update, delete/archive).

Permissions

• Access is restricted to appropriate roles (tenant-scoped).

Business Rules

• Fields and relationships documented on this page are enforced for CRM Tag.

Error Handling

• Invalid payloads return field-level validation errors.