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Tags for Clients

Feature Request
We would initially use this to Tag a Client based on their Industry/Sector. E.g. Medical, Legal, Financial, Manufacturing, etc. This would be used to create a View of Clients per Tag to see the respective Clients at a glance. And further extended to Reports, etc.
Status: Open2 comments

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Comments2

  • Blue Raccoon

    With this feature, we can immediately know which tickets require urgent attention (Red) and which are lower priority (Blue/Green/Yellow). Essentially, it’s the same idea as status colors, but applied to client tiers for better prioritization.

  • Ivory Control

    Adding to this one as it’s now becoming more important/urgent - though open to an alternative method of configuring this.

    I want the ability to also tag Clients based on their Agreement. e.g. MSA or VIP, etc.

    These tags would be used in Policies as I would only want our Policies running against MSA devices. But, I would like to get all clients Devices into Gorelo at least to start running a baseline policy only and generate some reporting info as we begin to transition to Managed Clients only and move away from AdHoc more and more…just not run ALL policies against them, etc.

    Back to my original request - allowing us to tag Clients with Sectors, etc. as well allows us to further configure suitable Device Views as well as configure relevant Policies accordingly.

    Further desired functionality would be to display a certain banner/alert when looking at a device/asset/ticket of a client with a specified Tag. e.g. BLACKLISTED or CREDITHOLD, etc.