ADDING/REMOVING Tag Groups:
When in a client's contact we have the option to view the tag groups the client is associated with. The "add" button in the top right section of the tag group portion only works to "add" tag groups. However, it appears that we can remove tag groups by deselecting from the tag groups from the dropdown menu. This is deceiving; we should be able to add AND remove from the dropdown menu of tag groups by selecting and unselecting groups, then saving.
We realize we can remove a client from the tag group by using the arrow down button next to the group but this is a "one at a time" process. It would be nice to manage the tag groups from the dropdown by selecting and unselecting groups, then saving.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!