This month we improved the Client Tags feature so you now have suggestions and standardized tags
As an advisor, you want to keep your clients organized and have an easy way to search or filter them.
However, tags can get messy if written in different ways.
That's why we made standardized tags and suggestions based on what other advisors in your organization have used.
With our recent update to the Client Tags feature, you will now be able to:
See a list of tag suggestions from your organization – start typing and see all similar previously added tags.
Select any tag from the suggestion list to ensure you and your team use the same tag.
Add new tags anytime – now all of your team will see this as a suggested tag.
With standardized tags, you can now easily keep your clients organized, and help your colleagues do the same.
In this short video, Elizabeth Binning will show you how to use this new update: