In February 2023 a new feature will start to be released to your Private Client Services™ (PCS™) profiles. They will be referred to as Client Tags. This feature will allow you to add keywords/tags to your clients to sort easier from the main Clients tab and to track your client list. Below are the steps to utilize this feature.
There are 4 default tags and you then have the ability to add custom tags to be used across all your clients. The defaults are "Buyer", "Seller", "Friend/Family" and "Online Signup".
Tags can be added to your client in the General area of their PCS™ profile, as shown below.
Adding Tags
To add the tag, select the applicable tag as shown with Buyer above. Click the Save button along the bottom if you have no further changes to be made.
To add a Custom Tag, Click the "Add Custom Tag" in the tag list. A pop up box will open as shown below.
You can add the custom tag in the field and then click the Blue Save button to complete the step.
The custom tag will then be listed in the tag drop down.
.
Removing Tags
If you would like to remove a tag from a client, uncheck the tag and then save the client profile.
If you would like to remove a custom tag from all clients profiles and from your available custom tags, click the red X to the right of the custom tag. You will receive a warning to confirm that you are going to remove the tag from all client profiles. If you would like to remove the tag, click OK to confirm, or cancel to go back.
Filtering using Tags
To filter your client list using your Tags, select the Show filter in the main Clients tab and then select the applicable tag from the tag list. Note, you can only apply one tag per filter.
When I select Buyer, the profile that I have added that tag to now populates.
There is also a Tag column on the Clients grid that you can sort alphabetically. You can sort the grid by clicking on the column header.
The tag column is the last column on the right hand side.