DiMarAg Hub · Public Help
General product guidance for agencies and clients. These guides are pending workflow validation; read each review notice. Access to account information and actions still requires sign-in and permission.
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Frequently asked questions
FAQ-016How do I organize clients with groups, tags, and filters?Clients, leads and contacts · Agency and team
In the directory, select New Group, enter a name and color, and create it. Use Manage Groups to add or remove a client; you can also select rows and assign a group in bulk. Use the status, location, and tag filters, and More Filters for activity, services, billing, appointments, projects, or missing information.
Service tags are inherited from the associated catalog entry; they are different from manually assigned groups. If you select several tags, a client must have all of them (AND). Within each other filter section, one selected option is enough, but the sections combine with one another.
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