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Tags

Tags

Introduction to Tags
Managing Tags against a Group/Client
Adding Tags in Bulk (via Actions)
Adding Tags in Bulk (via File Import)
Tags in Views (Filtering and Display)
Removing Tags

Xeppo is a world-first tool for financial advisors, business advisors and accountants. Xeppo provides a complete view of all of a client’s moving financial parts in a single dashboard, even if they are stored in separate specialist systems, enabling advisors to build stronger client relationships and drive business growth.

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