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What are tags and why they are used? |
  
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What are tags and why they are used? |
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If you’re familiar with websites like YouTube – where you can easily tag videos with relevant keywords - then tagging inside Total Enterprise CRM will come naturally to you.
Tags are used to classify records in an ad hoc way, so that it is not necessary to add additional fields into the system.
A tag is a word or phrase associated with a record or records within the system. For example, contacts could be tagged as 'Personal', or 'From my old Rolodex', or 'People who require special attention'. The purpose of tags is to enable users to add relevant information to records in the database quickly and in a free-form fashion.
Types of tag
Tags are divided into two types to make them easier to manage:
| • | 'Local' tags only apply to current record types (eg you could tag fruit as 'Citrus' but clearly not a meeting or document). |
| • | 'Global' tags apply to any record types (eg a contact, call, meeting, document, task and even a project could all tagged as 'Personal'). |
Where possible, local tags should be used to reduce the number of tags displayed on-screen during filtering. Only consider making a tag 'global' if you are sure that it applies to more than one record type.