Tagging Individual Folios and filter by tags while searching to track easily.
Anant Investment Distributors
started a topic
6 days ago
Hello Team,
As you have introduced Investor Tag Master,
It Would be really Useful if Tagging Feature is added for individual Folios too as currently the only option is comments.
If we allow tagging of Individual Folios for each clients.
Example:
Client has 50 Folios.
Some for his son
Some for himself
Some he invest from a bonus he received.
Some he invested by selling property.
So we Tag those folios accordingly so it will allow us & Clients to keep a track of them by simply filtering folios according to the tags we gave each of them.
Now there is no such option apart from the comments (which we cant filter accordingly)
Please look into it as some of the platforms available has this feature and also its super easy for you guys as you already have introduced investor tag master.
I have attached some screenshots too, which shows folios sorted according to the tags 1. First investment Rs 50000, 2. house sale proceedings, 3. Personal investment of Rs. 5 lakhs.
In Short: I want to tag folios , and when searched , I want to filter folios according to the tags. to track them easily.
Anant Investment Distributors
Hello Team,
As you have introduced Investor Tag Master,
It Would be really Useful if Tagging Feature is added for individual Folios too as currently the only option is comments.
If we allow tagging of Individual Folios for each clients.
Example:
Client has 50 Folios.
Some for his son
Some for himself
Some he invest from a bonus he received.
Some he invested by selling property.
So we Tag those folios accordingly so it will allow us & Clients to keep a track of them by simply filtering folios according to the tags we gave each of them.
Now there is no such option apart from the comments (which we cant filter accordingly)
Please look into it as some of the platforms available has this feature and also its super easy for you guys as you already have introduced investor tag master.
I have attached some screenshots too, which shows folios sorted according to the tags 1. First investment Rs 50000, 2. house sale proceedings, 3. Personal investment of Rs. 5 lakhs.
In Short: I want to tag folios , and when searched , I want to filter folios according to the tags. to track them easily.