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Filter by client tag and group by tag

Job tracker firmsFor: Manager

Client tag select, Group by tag, and Excel view.

At the top of the tracker:

  • Client tag: show only the clients with one tag, or All clients.
  • Group by tag: group the rows under each client tag.
  • Excel view: draw the sheet exactly as the spreadsheet looks, with its own colours and widths, for people who prefer it.
The top of the job tracker with the Client tag menu set to All clients, the Group by tag switch and the Excel view switch.
Client tag, Group by tag and Excel view.

Each of these is kept in the page address, so a filtered sheet is a link you can share.

  • The sheets: All Accountants, For Manager Review, per accountant, To Be Assigned (being written)Job tracker firms
  • Edit client details and the client team (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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