TAGS

UNDERSTANDING TAGS

Tags are a way of creating keywords to help users in searching and grouping records that may not be available in the existing database. These can be easily made in tags-enabled module's (e.g. contacts) record view.

Please take note of the following:

  • Tags may be composed of a single word or multi-word(phrases)
  • To create a multi-word tag, use space to separate each word
  • In a single record, you can create more than one keyword. Use comma to separate each tag
  • Tags are not case sensitive
  • Tags are shared by all users in an instance. When you create a tag, the other user will also be able to see and use it.

Below is an example on how you can use tags

Creating Tags

CREATING TAGS VIA RECORD VIEW

Open a record in tag-enabled module. Scroll down and look for the "Tags" field. Simply typed in the desired keyword, then click the "Save" button

Creating Tags

Source:

Sugar CRM Support Site

http://support.sugarcrm.com/Do...

October 25, 2018

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