We have released a new Custom Profile Tags feature, designed to enhance your ability to categorize and organize profiles within your workspace.
- Tailored Categorization:Create tags that align with your agency's specific needs and workflows.
- Improved Profile Management:Easily apply and manage tags across different profile types.
- Streamlined Searching:Utilize the new filtering options to quickly locate profiles based on custom criteria.
- Visual Organization:Color-coded tags provide at-a-glance categorization of your profiles.
Custom Tags & Application
- Create Custom Tags:In workspace settings, you can now create custom tags for Care Recipient, Employee, and Contact profiles.
- Tag Customization:Each tag includes a name, description, and color selection for easy visual identification.
Profile Tag Application
- Apply Tags:A new "Add Tag" button has been added below the profile name on individual profile pages.
- Multi-select Functionality:Apply multiple tags to a single profile for comprehensive categorization.
- Quick Removal:Clear all tags from a profile with a single click using the "Clear All" option.
Tag Visibility & Filtering
- Enhanced Profile Views:Tags are now visible on individual profile pages and in profile tables.
- New Filter Option:A multi-select filter for profile tags has been added to the profile tables for Care Recipients, Employees, and Contacts.
- Efficient Organization:Quickly find and organize profiles based on your custom categorizations.
We believe this new feature will significantly enhance your ability to manage and organize profiles within your workspace. As always, we welcome your feedback and suggestions for further improvements.