What are the notes you want to discuss during the client meeting?
What are the urgent tasks?
What communication is for my department?
If you already thought about one of the above, we have good news for you! We’ve released the first iteration of tagging communication so that you can easily identify the communication that is relevant for you.
An admin of your firm will be able to create tags in the admin section. The predefined list of tags can then be used when creating communication.
In the communication pop-up you choose the tags you like to add to your communication. It’s as simple as that!
Keep an eye on the changelog for upcoming tagging features and do not hesitate to provide your feedback through support@silverfin.com.