Shape understands that you don't always want to or need to see all your organization's data and Clients at once.
Filtering by Tags
Anywhere in Shape
Click the tag/heart icon at the top of the screen on the right-hand side
Enter your desired Tags in the "Select a Tag" field that appears on the right side of the screen. Select your desired tag(s) and click "Save".
Your screen will automatically refresh to include only clients with your selected tag(s).
Tags Page
Navigate to the Tags page
At the top of the screen, find the "Activate Tags" button.
Enter your desired Tags in the "Select a Tag" field that appears on the right side of the screen. Select your desired tag(s) and click "Save."
Navigate back to the Dashboard to see only your selected Clients by tag
Helpful Links