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Contact Tags

  • July 17, 2024
  • 1 reply
  • 31 views

Do the contact tags and or matter tags that are created - are they pulled into any documentation, correspondence that is sent out to our clients or other parties.

Eg - we have some separated clients that we do no want to disclose contact information to other parties and in particular their ex partners - if we create a client tag named ‘separated’, will this show up in anywhere?

Best answer by JKibler

No tags are not visible to clients or included in automations. See word automation search below. 

 

1 reply

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  • Smokeball Genius
  • Answer
  • July 18, 2024

No tags are not visible to clients or included in automations. See word automation search below.