We are delighted to announce yet another new feature in Immigo – Tags!
You can use Tags to create customised Report headings and filters in your Cases, Companies, Applicants and Suppliers.
You’ll find Tags in the Notes sections, where you’ll see a new button called “+Edit Tags”. You can use this button to create a Tag for any Note, which will then become a custom filter (so you can filter your view of Cases/Companies/Applicants/Suppliers by that Tag) and also a reportable field for use in the Reports section. Once you’ve created a Tag, you can use the same one multiple times: all the Tags you’ve created will be available in an alphabetised list.
For example, perhaps you’re hosting a client event and want to be able to record and track which of your clients (Companies) have responded to the invitation – you could create a Tag (“RSVP to Event”), create a note in each relevant Company profile commenting on whether they have responded to the invitation or not, and Tag that note with your “RSVP to Event” Tag. You’ll then be able to filter the Company view so you can see at a glance which Companies have responded, and you’ll also be able to run a Report which will contain the date of the response, and your notes about it.
Or, for Applicants, maybe you’re conducting a compliance audit and want to be able to record and track which applicants have had their documents reviewed – you could create a Tag (“Compliance Audit”), create a note in each relevant Applicant profile commenting on the review of the documents, and Tag that note with your “Compliance Audit” Tag. You’ll then be able to filter the Applicant view by audited Applicants, or additionally run a Report which will contain the date of the audit, and your notes.
There are hundreds of ways you could use this new feature – and we are looking forward to hearing more about how our clients use it!