How can I display Client Tags on my Staff Action Plan
- 15 Dec 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
How can I display Client Tags on my Staff Action Plan
- Updated on 15 Dec 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Enter a Client Tag...
- Access a client account profile
- Go into Edit Mode
- Click on the Tags icon
- Enter the tag and click Save
- Save the Client Account
Open the Staff Action - Work Queue page...
- Select the Action for that client
- Click Perform
The Client Tags will display when performing the action:
Was this article helpful?