Feature Request - Advanced Filter for Client Tags

davesmith87

Good morning all,

I've come up with a color-coding system for tags.

Green = Ideal Client, Yellow = Ok, Red = Bad for MSP and Client, and Potential Sales Opportunity.

I would like to request some additional logic when it comes to sorting/filtering tags. Currently, we can click on a tag and view all other clients who also have that tag.

It would be nice to have some and statements in the Filter.

For example, show me all clients that have Tag #1, and Tag #2 or all client that have Tag #1 but not Tag #3.

Sales Staff could then use this additional logic to easily find clients for Targeted Sales Opportunities.

johnny

I love your tagging system idea hahaha

We were thinking of having an option like this in the advanced filter button, so when clicked you could choose the tags as you stated. I'll work a little on this today. This would be very nice for us to have as well

davesmith87

Another idea on top of this when adding tags to clients. On the add screen, have a search bar at the top. Searching for an "A" would list all tags that have an "A" in them and filter them for the checkbox/selection.

johnny

Hi @davesmith87

You can now search via multiple tags in Clients and Locations

itflow-org/itflow565f816