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Categorizing Clients

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  • Sara

    Hi Lizzie,

    We do not have a feature to sort or categorize clients in this way. A workflow that you can use to distinguish whether a client is categorized in a certain group would be to add in an Administrative Note into the client's chart. To do so, go to the Client Overview Page and select +Administrative Note. We love feedback and ideas for ways to advance the platform, and we encourage you to add it to our Ideas and Suggestions board.

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