I want to analyze my client list by several criteria. For instance, I give them a designation based on how they found me or I found them. As an experiment I created two new client Categories to split clients into Source A, Source B, (and does-not apply). I made a Smart Group for each. But it doesn't help when creating separate financial Summaries for each group. Only one category per client is allowed, thus denying use of other descriptions. 'Color Code Clients' help document doesn't bypass the one category per client restriction. I can't find a tagging feature in Studiometry. Have other users encountered this and figured out something? Thank you.
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Oranged Support Hi Peter,
We've considered adding the ability to tag clients and projects to allow for multiple grouping functions for each item. This would be a relatively larger update so it might need to wait until 12.3 or 13.x depending on how it would go. Just wanted to let you know it's definitely something on our radar and something we want to get into the app.
Thanks!
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Peter Billard That sounds like good news. I'm glad it's being considered and sort of in the works. It would be a nice additional feature. Thanks for the note.
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