You can apply tags to clients in Ignition which can be used to search for and filter by to create custom lists.
With the help of tags, you can create filters for quick access and create custom lists that can be exported for additional manipulation.
The tagging system is freeform; you can just type a tag to create one and once it's been added it can be suggested and selected for other records.
Tagging a Client
Clients can be tagged under the client file by selecting Edit Client → Client details → View More.
Tagging in Bulk
Add tags to clients in bulk using the client export CSV file. To receive a client export CSV file via email, go to the Clients tab → Export and select Clients.
Add tags by entering tags in the Tag List column. For multiple tags, add a comma and space (e.g. Tag1, Tag 2, Tag3). Once complete, re-import the CSV file to update your client list in Ignition.