Here we tag the impacted clients with MTD so we can search and identify them later
Tagging clients with "MTD" makes them easy to find later, that's why we do it first.
- Click on your client list
- Select the client (or clients) you want to tag
- Click on the ellipsis (...) on the top right hand corner of the client panel
- Select "Tag"
- Type in "MTD"
- Click Save
If you're interested, there's a quick animated version of the steps attached to this article.
After this, go on to Step 2 - Create custom attribute MTD Effective Date.