Provider tags

2

Allow tagging of Providers, similar to Fund Tags, including the ability to search/filter by Provider Tags

Status: 
Expired

Comments

Re: Provider tags

Moderator

Can someone provide context for this wishlist item?  We use relatively few Providers, so I'm not sure from where this need to tag them comes.

 

Re: Provider tags

Moderator

Alex,  this may have originally come from Gayle who has a lot.  I think the idea was that she could put tags like children, adult, fiction etc. especially in dealing with B&T where they have multiple provider accounts because of different account numbers.