Questions answered in this article:
How do I create custom branch tags?
Can I use these branch tags from any client smart trees?
View the instructional video(s) on this topic below:
Related articles:
Branch and leaf tags exist to support searching for related goals. This will become more relevant and functional when the Goal bank is available. For now, you are able to search within the smart trees tab of a particular client for certain tags from the filter bar.
Choose and select a Client name from the list, found within the Client tab accessed from the left navigation menu.
Navigate to the client chart modal, and click the Smart Trees Tab.
To create a custom tag, click the 3 vertical dots button on the right side of a specific branch name to access the branch set up.
Choose and select the Setup button from the dropdown menu.
Scroll down from the modal and notice the Branch Tags section at the bottom.
Click the field and a list of existing branch tags will appear.
Click the + button to create a new tag.
The Save New Tag modal will show up. Type the new Tag Name in the field provided.
To save the new tag created, click the Save button.
To edit an existing custom tag, click the Pencil icon beside the tag name from the list.
To delete an existing custom tag, click the Trash Bin icon beside the tag name from the list.
Note: A pop-up notification will appear before a user can permanently delete a tag especially if there is multiple associations within the smart trees of different clients.
To remove a custom tag from a branch or leaf, click the X mark beside the branch tag name.
To save all changes made on a branch, click the Save button.
