📌Note: This guide is only for customers who are using the new Client Cases functionality in the Joy Case Management System.
In the new Client Cases functionality, the process for adding a Tag to a Client record has changed. Follow these steps to add a Tag.
Log in to your account at case.thejoyapp.com
Click 👇 on Clients in the main menu on the left
Open the record of the client you want to Tag by clicking 👇 on the name of the client
Towards the top right of the screen, click 👇 on the Account button
In the window that slides out from the right of the screen, scroll down to the Client tags section
Click 👇 on +add
Click 👇 on the Tag you want to add from the list or click 👇 on Manage tags to create a new tag
Click 👇 the X button at the top right of the list of tags to close out of this window
9. 🎉 Congratulations! You have now added a Client tag in the new Client Cases functionality.