XPM - Tag linked with clients and jobs
When adding notes under a client or job, they are labelled with different tags. Within the same client, the tags should be interlinked so that when one tag is clicked, all notes with the same tag are displayed.
✨ Thanks for clarifying this and explaining how interlinked tags across client and job notes could support your workflow Stella. We’ve updated the status of your idea, and it’s now open for votes and comments from others in the community. We encourage anyone who would find this useful to add their vote and share how they’d use this functionality. Additional examples and use cases will help us gauge the level of interest and support for the idea.
We’ll keep an eye on the feedback and engagement here and share any updates when we have more to share. Thanks again for taking the time to explain what would help.