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Filtering Views with Tags

Updated over 7 months ago

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

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  • 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."

Screen
  • Navigate back to the Dashboard to see only your selected Clients by tag

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