Project tags on clients

[shephardservices]

When creating a new client. The option is there below to add tags. But there is no way of they searching for these clients after. For example if you wanted to tag certain clients for certtain reasons and then be able to segregate these customers and the info from ALL the clients, that would be a great feature. Any ideas, or plans to do this? Not sure why you can tag the client info screen, or what benifit it is unless you are tagging a purchase or invoice

Thanks

Sam

[QFSteve]

Hello @shephardservices

Not sure why you can tag the client info screen, or what benifit it is unless you are tagging a purchase or invoice

At present it was just a way of adding the project reference into the invoices automatically

I reccomend creating a feature request on the forum requesting to add a filter to the clients screen for default project reference. That way other users can add their vote.