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 → More details → → Tags.
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 → 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.
Note: If you've made an update or a change to a client's tags when you upload the updated CSV file, this will overwrite the current tags on the client records.
If you did not make a change or leave the column blank in the Tag List column in the CSV file, Ignition will ignore the updates.
It's currently not possible to delete tags.
If you'd like to remove your tags, our suggestion is to replace the text in the Tag List column to something like "NA" or "Deleted" to signify that the tags have been cleared.