We are pleased to announce the release of our latest feature, client tags and groups. You may have already noticed the new tags in your client list.
Client tags allow you to create your own tags for convenient grouping of clients according to your practice needs. The tags provide another way of filtering your client list.
You can create tags for entity type, report type or industry type or any other grouping that is relevant to your practice.
You can either create a suite of tags and then apply relevant tags to clients, or create tags as needed from the client list.