Tags
Acting Office provides a streamlined approach to client management by incorporating tags, ensuring easy sorting, filtering, and tracking of client information. This feature enhances the overall efficiency and effectiveness of your workflow.
Analysing tags in Acting Office
1. Create a tag
To create a new tag for a client, navigate to the client profile section and click on the 'Tag' icon. Enter the desired tag(s) and click ‘Save’ to proceed.
2. View allocated tags
The tags you’ve allocated will be visible on the client’s dashboard. You can also hover over the tags to see all allocated tags clearly.
3. Modify tags
Tags can be added or deleted as needed. Simply access the client profile, click on the tag icon, and make the necessary adjustments.
4. Locate clients using tags
Acting Office simplifies locating clients through the allocated tags. In the Clients tab, click on the ‘Add Filter’ option, select ‘Tags’ as the criteria, and search for the required tag. A list of all clients associated with that tag will be displayed.
5. Monitor tag changes
All additions and deletions of tags for a client are recorded in the ‘History’ section of the user profile. This allows for effective monitoring and quality control. You can also utilise the search functionality to track movements related to tags in the client history tab. Further, we have a report named client tag changes for efficient tracking and management.
Hope this is helpful.
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