Firm owners and team members are always looking to create the “perfect” view of their client work, and after much feedback, we’ve deployed both Job labels and Client tags inside of Jetpack Workflow. You’ll now be able to apply a job label and filter or sort by these items. Also, you’ll be able to apply a client tag inside of Jetpack, and filter by that as well. This gives your practice the ability to create a simple CRM software, as well as track ongoing milestones or additional items within a job.
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