A little known feature of Full Slate is the ability to tag clients. Why is this feature nifty? You can tag clients based on any criteria you like. This allows you to then pull lists of customers based on a tag.
Client tags are a great way to categorize your client list into groups of your choice. There are many reasons you might want to use tags, including grouping clients for marketing campaigns, so feel free to get creative.
For more on this feature please see http://Client Tags
If you have questions on this feature or any feature of Full Slate, please reach out to our excellent Customer Care Team at
- [email protected]
- (888) 489-6543