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Is there anyway that I can tag users with custom tags so I can easily filter out certain users from views?

 

We have a bunch of early grads who stay in our system and a several out of district kids who come here for one class. I was wondering if I could filter those kids from custom views like kids who don’t have devices checked out because those kids won’t have devices.

 

I thought I could use the internal notes field but I don’t seem to be able to filter based on that.

You can create custom fields for users and go that route.

 And then it is editable from the user profile.

The downside - and I’ve complained about this for our districts needs - is that custom fields for one entity (in this case, “users”) aren’t filterable in views for other entities (such as asset or ticket views).

If you’re creating a custom view under “Users” - this will work.


Here’s a couple screenshots of what that would look when filtering on a user view:

 


Thanks!  That worked like a charm.  Appreciate it.


Thank you @jclark16 for jumping in with that effective solution! @JRood 877c5a lvpioneers I am glad you got the answer you were looking for 😄


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