3rd Party Tags
Available with the following integrations:
When you connect your CRM to Blueleaf, you can pull details on tags into Blueleaf. You'll see this show up in a couple of different ways...
Some grids listing clients will have an additional column showing "3rd Party Tags", which shows all the tags associated with a client.
A filter for tags is also available on a few pages, allowing you to filter the list of clients based on tags created in Blueleaf, or tags synced from the CRM.
I made some changes to tags in my CRM, but they don't show in Blueleaf
Starting from your list of households, simply click the refresh icon next to "3rd Party Tags" to pull through the latest tag information.
