R
Robert McGee
We would love to be able to add tags to our clients to show up everywhere on them to quickly identify issues.
For Example..
"Payment Overdue" (would be awesome if this were tied to billing and autonomous)
"Write-Off"
"Do not work with."
"Duplicate Client"
"New Client"
We use client groups for the work we provide to our clients, but I would like to tag items for the client that need to stand out more.
Right now, we are actually changing the client's name to tag them for payment issues. But these tags could be used for so many other things.