Add tags as filters within Matrix
Because I spend time filling out specific information about my accounts and contacts
as a user
I would like a way to filter areas of Matrix by tags
This includes on the Account list so that I could add tags to accounts like "Out of Business" and then get a list of who they are.
We have just finished testing a new feature that will allow you to create custom Account, Contact (and in the future Agency) lists.
One of the filterable items is Tags among many other fields including City, State, and Zip!
This will be part of our fall release this year within Matrix Premium so keep your eyes peeled for updates!
If you’d like more information about Matrix Premium, contact our sales team 877.687.9066 or let me know and I’ll connect the right people for you.
Thanks for the suggestion!
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AdminRyan Moore (Product Owner, Matrix) commented
Specifically what areas within Matrix would you expect to be able to filter you Accounts and Contacts by tags?