This month, we are happy to introduce our new tagging feature, which will help you to quickly filter and find your client companies by categories that you define yourself.
With the new Tags feature, you can easily add as many tags as you like to your client companies. Tags can be added on the “Engagement” page or in a new “Tag View” on the “Client List” page.
It’s very simple. Just select your client, type any word you want, click enter, and the tag will be added to your client.
You can also filter your clients by tags. Click the filter icon and search for a tag, select it, and you will see a list filtered by your selection. You can select more tags to narrow down your search.
In the future, we will make it possible to add tags on many different records across the system, including mentors, advisors, resource partners, files, tools, interactions, and more.
In this quick video, David Madié will show you how it works:
Client Companies Listed by Tags
— Print it as a PDF
As always, you can download this tag view as a PDF file, filtered or unfiltered. Just click on the download button. This will give you a great overview of your client portfolio.
