Modify Tagged Clients

This report is a nifty way to make changes in mass to Client Indexes and Client Types and post mass Contact Logs for large groups of clients at once. Basically, you first tag a specific group of clients (for example, every new client from January 1 until March 31.) You could then use this report to add all of those clients to a custom Client Type called, let's say, Winter Clients.

Where to find this report

Log in as the owner (or as someone with plenty of permissions to the reports)
Follow this menu path: Reports => Clients & Accounts => Modify Tagged Clients

Using this report to modify Client Indexes

If you want, you can use this report to assign one Client Index Value to a large, specific group of people. But, you must have at least one Client Index set up with at least one Client Index Value for this report to work. Once you've done that, here's how you use this report.

Find a report that helps you drill down on specific group of clients. For example, use the Account Balance Report to find people that have positive balances. Or use the Big Spenders Report to find clients that spend a lot of money with your business.
Once the list of clients has been generated on the report, click on the Tag Clients (Add) Button. (If you don't see the button, this report's results won't work. Try another.)
Open the Modify Tagged Clients Report (Reports => Clients & Accounts => Modify Tagged Clients)
Click on the radio button for Client Indexes
Use the drop down box next to the word "Index" to find the index you want to assign to this group of clients that you just tagged.
Select the Index Value that you want to assign to the group of tagged clients.
If you want to assign this Index Value to all of the tagged clients, check the box next to "Set for ALL Tagged Clients." If you just want to assign this value to the clients you tagged if they don't have a value set for this index, then don't check the box.
Click the "Update Tagged Clients" Button

Now, all of the clients that you tagged have that Client Index Value assigned to their account. You can see the change on each client's Profile screen.

Using this report to modify Client Types

If you want, you can use this report to assign several Client Types to a large, specific group of clients. But, you must have at least one Client Type set up for this report to work. Once you've done that, here's how you use this report.

Find a report that helps you drill down on specific group of clients. For example, use the Account Balance report to find people that have positive balances. Or use the Big Spenders report to find clients that spend a lot of money with your business. Or use the Client Lookup screen to find new clients.
Once the list of clients has been generated on the report, click on the Tag Clients (Add) Button. (If you don't see the button, this report's results won't work. Try another.)
Open the Modify Tagged Clients report (Reports => Clients & Accounts => Modify Tagged Clients)
Click on the radio button for Client Types
Hold down the Ctrl key (Windows Users) or Apple key (Mac Users) and select all of the Client Types that you want to assign to this group of clients that you just tagged.
Click on the Update Tagged Clients Button.

Now, all of the clients that you tagged have that Client Type Box checked on their Profile Screens.

Using this report to post Contact Logs

If you have a group of tagged clients, you can use the radio button titled "Client Contact Logs" to write one contact log into an entire list of tagged clients' Contact Logs Screens. This is a timesaver for tasks like leaving short contact logs into multiple clients at once (e.g., "Left Voicemail" or "Send Summer Promotion E-Blast").

To use this feature:

Tag a group of clients
Follow this menu path: Reports => Clients & Accounts => Modify Tagged Clients
Click on the new Client Contact Logs Radio Button
Enter the contact log that you want written to the tagged group of client's accounts
Click the Update Tagged Clients Button

Modify Tagged Clients Report