Tags

Tags are a way of segmenting your clients. You can add tags to a client record on the client record edit screen, as well as on the notes.

Note: Tags, once deleted from the all client records and notes, will not be removed from the tag filter until you run a tag cleanup from System Settings.

Must match all: the records you are searching must match all tags you have selected.

Match Any: the records must match at least one of the tags you have selected.