Today we're launching Tags and Filters, which are both designed to help you organize and view your people in Daisychain.
A few notes on tags:
- Tags are shared across your account, so all users will be able to see and apply them to people.
- Tags are visible and editable within a Person's profile.
- You can filter the People list based on Tags. This is setup as an "OR" filter, which means it's easy to create a list of people who are tagged "Volunteer" OR "Donor", for example.
Here's a short video walkthrough of Tags and Filters in action:
And one more bonus feature: you can now add people to a specific stage in a pathway, either from the People list or during CSV upload/import.
Tags and Filters were a request from several clients -- we always appreciate input like this to help make Daisychain better, so keep it coming!
.jpg)
