WorkOwl makes it easy to find client profiles quickly using tags or the owner’s name. Whether you manage multiple clients or work across several projects, the search and filtering tools help you locate the right information fast.
1. Understanding Client Tags and Owners
- Tags: Custom labels you assign to clients (e.g., VIP, Marketing, Pending Payment) to categorize and organize them.
- Owner Name: The team member responsible for managing a specific client account.
Using tags and owner names in search ensures you can locate clients based on their characteristics or account ownership.
2. Searching by Tags
To search clients by tags:
- Go to Clients → All Clients in your dashboard.
- Click the Search bar or Filter button.
- Select Tags and choose one or more tags assigned to clients.
- The client list updates to show only those matching the selected tags.
This is useful for segmenting clients, prioritizing follow-ups, or generating reports based on categories.
3. Searching by Owner Name
To locate clients by owner:
- Open Clients → All Clients.
- Click Filter → Owner.
- Select the team member responsible for the client.
- The client list will display only clients managed by the selected owner.
Filtering by owner helps managers track workloads, review account assignments, and ensure clients receive proper attention.
4. Combining Tags and Owner Filters
WorkOwl allows combining tags and owner filters for precise results:
- Example: Show all VIP clients managed by John.
- Example: Filter pending payment clients assigned to Mary.
Combined filters make it easier to focus on important client segments or high-priority accounts.
5. Benefits of Using Tags and Owner Search
- Quick Access: Find client profiles fast without scrolling through long lists.
- Organized Client Management: Segment clients by category, priority, or owner.
- Improved Accountability: Monitor which team member is responsible for each client.
- Targeted Follow-Ups: Focus on clients that need immediate attention or special handling.
6. Best Practices
- Assign meaningful and consistent tags to all clients for easier searching.
- Keep client ownership updated so searches reflect current responsibilities.
- Combine tags and owner filters to quickly focus on high-priority or segmented client lists.
- Encourage your team to use tags consistently for better organization.
Quick Recap
- Tags categorize clients for quick searching and segmentation.
- Owner filters help locate clients assigned to specific team members.
- Combine tags and owner filters for precise, actionable client lists.
- Regularly update tags and ownership to keep searches accurate.
Need Help?
For guidance on assigning tags, filtering by owner, or combining searches, visit WorkOwl Support or the Help Center in your dashboard.
WorkOwl’s client search tools make managing multiple clients simple, organized, and efficient—so your team always knows who to focus on and when.