You can filter your Client list for a specific tag. The filtered list can then be exported to a spreadsheet file.
- Select your Business Profile.
- Select Clients on the blue toolbar.
- Select Filter at the top of your list.
- Select the Filter By dropdown menu to view the available options.
- Select Client Tag. Two more dropdown menus will appear.
- In the second menu, select Client Has Tag.
- In the third menu, select a Tag Name.
- Select the blue + button to apply the filter. Your list will update to only show Clients who have that Tag on their record.
- Once the filtered list populates, you will find a Download button in the top right corner of the list which can be used to download a spreadsheet of the filtered list.
Note:
- You can filter by more than 1 tag by repeating steps 5 - 8. This will filter the list to display only clients with all applied tags, NOT to display all clients that have any of the applied tags (i.e. if you filter the list by Tag 1 and Tag 2, only clients with both of those tags applied to their account will display).
- The tag will not appear in the exported spreadsheet.
- Only the Business Owner can export clients from the client list.