Firm Admins can create tags in individual household pages that can then be applied to any household.
Starting in February 2023, Firm Admins can create tags that users can add to individual households to help classify and organize households based on any criteria they choose.
While individual users can select tags for their households, only firm admins have the ability to add and edit tags.
To create a tag, Firm Admins need to navigate to any individual household and click the "+Add/Edit Tags" link:
This will bring up the Add/Edit Tag dialog box
To create a new tag, click the "+Create New Tag" button. Enter the name and associated tag color on the subsequent screen, then click the "Add" button.
This tag can now be applied to this or any household.
Users can select "Tags" as one of the columns in the main Household page:
