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How do I bulk add tags to a client list?

This feature allows you to tag all members of client list with the same tag, allowing you to filter by this group on the dashboard.

Written by Sonja Gebhardt
  1. Go to the 'Lists' tab ๐Ÿ“‹ within the case management software

  2. Identify the list you would like to 'tag' and select it by clicking on its name ๐Ÿ‘‡
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  3. Select 'Add a tag', ๐Ÿ‘‡ this will then open up the available (already created tags)

  4. Either select a pre-created tag to tag these clients with OR to create a new tag select 'Manage Tags' and 'Create new'
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  5. Select the appropriate tag ๐Ÿ‘‡ for your list (you can add multiple this way)
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  6. If it has been added it will appear with an x next to it (shown here by example tag 2)
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  7. You have now bulk added tags to members of a certain list! ๐ŸŽ‰

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