How can I display Client Tags on my Staff Action Plan

  • Published on Dec 15, 2023
  • 1 minute(s) read
Prev Next

Enter a Client Tag...

  1. Access a client account profile
  2. Go into Edit Mode
  3. Click on the Tags icon
  4. Enter the tag and click Save
  5. Save the Client Account

image.png

Open the Staff Action - Work Queue page...

  1. Select the Action for that client
  2. Click Perform

image.png

The Client Tags will display when performing the action:

image.png