Client tags

by Calisto

Client tags

Client Tags

Organize clients with custom and auto-generated tags

Tag Assignments

6

Auto-Generated

6

Custom

0

Tag Assignments

Tag	Client	Category	Auto	Added
Seasonal	Meridian Labs	Routine	Active	8/5/2026
New	Cedar Grove	Escalated	Pending	8/2/2026
Follow-up	Atlas Freight	Seasonal	Approved	7/30/2026
VIP	Lantern Works	New	In Review	7/27/2026
Routine	Northwind Trading	Follow-up	Complete	7/24/2026
Escalated	Harbour & Co	VIP	Scheduled	7/21/2026

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About this extension

Coaching client tag management, custom and auto-generated tags by category.

What this sets up

Client Tags5 blocks

Details

Today appCoaching & TrainingYour teamWorks with every catalog

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