Enhanced Tag Management: Icons, Expiry Dates & Bulk Updates

Tag Icons 

You can now add icons to tags from the drop down menu:

Tag Portal Text Expiry Date

On the tag level under Settings, you can now enter an expiration date for tag portal text. This can be especially helpful for holiday changes:

Hide Tags

This setting is especially helpful to declutter the customer list view by hiding tags that aren't relevant at quick glance. It will not delete or remove the tags from the customer, but rather hide it from the Customer > Customer list view. You can still filter by "hidden" tags.

Bulk Update for Tags

From the Tag list (Customers > Tags), select the tag(s) you'd like to edit in bulk then go to Actions > Bulk Update. This will allow you to update different tag settings such as color action, disabling skips, and more:

Duplicate Custom Forms

From Customers > Custom Forms, select the form you'd like to duplicate. Click Actions > Duplicate. This feature is helpful for those clients who use the same form in multiple applications (think, a drop off form for different neighborhoods).