Profile Tags
complete
D
Dan Ogren
Custom Tags & Application: When managing profiles, I want to create and apply custom tags to clients, employees, and contacts in workspace settings, so I can categorize profiles according to my agency's specific needs.
Tag Visibility & Filtering: When viewing profiles in tables or on individual profile pages, I want associated tags to be easily visible and filterable, so I can quickly find and organize profiles based on specific categorizations.
D
Dan Ogren
complete
D
Dan Ogren
in progress
D
Dan Ogren
Merged in a post:
Labels for Employees
T
Test Caregiver
create labeling options (as available in clients) for employees