What is a tag?
A tag is one way to identify information in saasu. You can uses tags in lots of places in lots of ways.
For example you might -
- tag a contact as ‘prospect’ or ’supplier’ or ‘nearby’
- tag a sale as ‘express delivery’ or ‘wrap before shipping’
- tag a purchase as ‘expense pending approval’
- tag an activity as ‘urgent’
The only limit to tags is your imagination.
What can you do with tags?
How do I put a tag on something?
You can put a tag on anything where ever you see the tag picker in an add/edit screen. Just click on the tag you want to add from the picker cloud, or type an existing or new tag into the tags box.
Finding information that has a tag on it
Tags can be used to find information that has been tagged. You can do this in list screens and reports and other places.
You can select information using one or more tags in combination. For example list contacts who are just ’suppliers’ or just ‘prospects’ or ’suppliers’ AND ‘nearby’.
The tag picker in list screens works just like the tag picker in add/edit screens except you can also specify inclusion or exclusion in the list.
What else can I do with tags?
Keep Count: The system keeps track of how much each tag is used. This is useful for seeing how many you have of each, for example how many prospects are nearby, how many transactions are still urgent, how many contacts are special customers. You can then see the list of those tagged items easily from tag list > tag edit.
Set Priority: The system automatically works out what are ‘popular’ tags and offers you them first when you are putting tags on anything. You can also force the system to make a tag always popular.
Assign Extras: Tags can have some extra powerful options to make them even more useful, just go to tag list > edit tag and tick one of the boxes
- always popular tags are always shown on tag enabled screens prominently (for example you might have a tag ‘out of stock’ or ‘urgent’ that needs extra special attention
- active tags show in lists and the tag cloud, inactive tags don’t (except for the tag list itself just in case you want to reactivate it)
- activity tags are used to identify work you do that is not a transaction e.g. a project task, phone message or sales follow up, look at activities list > edit activity
- report tags can be used in most reports, typically only one at a time for now, we are expanding this in 2008
- inbuilt tags are pre-defined by the system because most people need them such as ‘customer’, ‘prospect’ and ’supplier’, they can be made inactive but can’t be deleted.
