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 "Search Tags" field that appears on the right side of the screen. Select your desired tag(s) and hit the tag/heart icon.
  • 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 "Search Tags" field that appears on the right side of the screen. Select your desired tag(s) and hit the tag/heart icon.
  • Navigate back to the Dashboard to see only your selected Clients by tag

 

Helpful Links