Tags
Tags should be in separate categories and more than one should be able to be chosen.
Actionable vs Descriptive
Actionable tags are removed once the action is marked complete. EX: Billing tag is marked complete, the next time the client reaches out, it doesn't have a billing tag, it can be marked as something else.
Descriptive tags are markers to describe the client. EX: prefers calls, prefers text, difficult client. These tags are never removed and allow the staff to have a better idea how to best communicate with the client
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Tech @ Spring Run Vet
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