To group clients based on specific categories, FastVisa offers the Stickers feature. This allows you to easily filter clients according to your preferred categories.
Here's how you can manage Client stickers:
Click the "Chevron" icon to access the client stickers.
Locate the stickers icon and click on it.
Choose a sticker from the available list that corresponds to the desired category.
If you want to customize the sticker label, click on the edit icon.
Enter a new label for the sticker then save the changes by clicking the save icon.
By utilizing stickers, you can assign up to 8 different categories to clients and easily manage them as needed.
Stickers can be particularly useful for filtering client lists or when exporting client data, allowing for efficient organization and quick access to specific client groups.