Hello everyone
A neat trick some of you may or may not know when tagging accounts on Jarvee is that you can have more than one tag layer for the same account by separating tags with a comma. This will create a useful tagging hierarchy.
Single Layer Tag
If your clients are all tagged “Client”, and you filter by tag “Client”, then it will only show all accounts tagged “Client”
Multi-Layer Tag
If you tag someone “Client, Jess Clients” then you can filter by:
- “Jess Clients” - This will only show accounts tagged “Client, Jess Client”
- “Client” This will show all profiles tagged “Client” AND will also show any accounts tagged “Client, Jess Client”, as well as other accounts with a second tag layer.
This function allows you to group all your clients under a primary tag i.e. “Client”, but then further group them with subtags, i.e. “Client, Subtag”
Hope this helps!
