Please watch this video or follow the guides below:

Tags are the best way to categorize contacts, matters and activities within your firm using any keywords that best describe them. Tag Filters give you even more control when it comes time to run very specific reports using these tags. 

To get started with creating new tags, click here.
To learn how to tag matters by practice area, click here.

What is a Tag Filter?

A Tag Filter is a drop-down menu found within the tag selection field. This tag field can be found on almost every report within PracticePanther. 

Types of Tag Filters

  • All - Will show only the contacts that have all of the selected tags.
  • Any - Will show all contacts that have any of the selected tags.
  • None - Will show all contacts that are missing the selected tags.
  • Without Tags - Will show all contacts that are not tagged at all.

To access Tag Filters follow the steps below:

1)  Click here or navigate to the contacts page.
2) Click on the "Tags" button found over the contacts list.

3) Click on the "Filter By" drop-down list to select one of the Tag Filter options.

All Tag Filter

1) After selecting the "All" Tag Filter, decide which tags you want to use.
2) Click "Filter".

What happens now?

Your contacts list will show only the contacts that have all of the tags chosen. If a contact is missing one of the chosen tags, it will not be shown.

Any Tag Filter

1) Select the "Any" Tag Filter, then choose which tags you'd like to use.
2) Click "Filter".

What happens now?

Your contacts list will show contacts that have any of the tags you've selected. If a contact doesn't have any of the selected tags, it will not be shown.

None Tag Filter

1) Select the "None" Tag Filter, then choose which tags you'd like to use.
2) Click "Filter".

What happens now?

The contacts list will only show you contacts that are missing the selected tags. If a contact has any of the selected tags, it will not be shown.

Without Tags Tag Filter

1) Select the "Without Tags" filter, then choose which tags you'd like to use.
2) Click "Filter".

Note: This option is only available on the contacts, matters, and activities pages. It will be labeled accordingly.

What happens now?

The contacts list will only show you contacts that have no tags on them at all. If a contact has any tag, it will not be shown.

Pro-Tip 1: Batch Adding Tags
Using "Without Tags" is a great method of quickly finding any contacts, matters, or activities that are in need of tagging and categorizing. Once used, you can easily tag multiple items at once!

1) Select the contacts you want to tag using the check boxes on the left.
2) Click the blue gears button that appears on the top of the list.

3) Click "Edit".

4) On the "Add Tags?" field, click the toggle to change it from "No" to "Yes".
5) Select the tags you'd like to add.
6) Check the "I Understand" box, then click "Save".

What happens now?

All the contacts you selected will be tagged accordingly! This saves you the time of having to edit each contact individually to add their tags.

Pro-Tip 2: Batch Billing Multiple Practice Areas

If you've been diligent about tagging your matters by their respective practice area, you'll be able to speed up and organize your batch billing process drastically.

To learn how to tag matters by practice area, click here.
To learn how to batch bill your matters, click here.

1) When batch billing, use the Tag Filter "Any".
2) In the "Matter Tags" field, pick all of the practice areas you want to bill for right now.
3) Click "Filter".

Note: Only select practice areas that can share the same invoice template. Each batch of invoices will follow one specified invoice template found on the next page.

4) Select all the matters shown by clicking on the top-most check box. You will now be batch billing for the multiple practice areas selected, instead of needing to batch bill each practice area separately.

Following these tips should save your firm countless hours each month in administrative organization and billing!

Enjoy!




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