Client Streams & Tags Overview
This dashboard is best used to see an overview of all the streams and tags used in your hub. It will show you the number of clients associated with specific streams or tags:
Tip: This is a great way to double check that a stream or tag is no longer used before you delete it from your hub.
Client Streams & Tags List
This dashboard will show you a list of all your clients and any corresponding streams or tags they may have. If you are a list of clients that have a specific combination of tags or streams, this is the best dashboard to use:
Tip: If you primarily assign your streams and tags to the Head of Household, we recommend adding a Household Membership filter to your dashboard to only show Head of Households.
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Product Guides
We created a collection of useful Product Guides to let you explore Hubly and get familiar with all of the different ways that our product can make you more productive and simplify how you run your practice.
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