Configuration - Tag Management

Tag Management

Tags are a way to organize your data in the ways that are more customized to your company. Tags help you find records that are otherwise not easily searchable.

Tags are an easy way of labeling a record using a word, or short phrase. Multiple tags can be associated with a record using comma separated words. They are the most powerful tools which will differentiate the important records from the other records.

If a Sales team wants to tag a set of Leads they met at a Sales event, they can tag them as Sales Event 2018 Leads. Later, you can search for these records using Tag, and create a List for a Campaign.

Getting Started

In this section, you will get to know how to create tags, add it to records, edit tags, and delete tags.

BzCRM provides 2 types of tags - Private Tag and Public Tag.

Private Tags: These are personal tags where only you can view the records associated with private tags.

Public Tags: These are shared tags among users in your Organization.

Note! Public tags (Shared Tags) is shared with all users in the Organization

Tags by default are of Private type when created. As a user, you can make them Public so that they can be viewed by others.

Add a Tag

First, you’ll need to create the tags that you use to organize your data.

Follow these steps to create a tag

  1. Click icon and click on Settings
  2. Click My Preference > **My Tags
  3. Click on Add Record to create a new tag
  4. Under Create New Tag section, enter the tag name

  1. To make the tag public, enable the Share Tags checkbox.
  2. Lastly, click on Save.

You can also add or create a new tag instantly from List view or Record view.

List View

  • Select the records that have to be tagged
  • Click on the More button
  • Select Add Tag

  • To create a new tag, under Create new tag section, enter the tag name. You can also select the existing tag from the drop-list.
  • To make the tag public, enable the Share Tags checkbox.
  • Click on Save. A new tag will be created and linked to the selected records.

You will find the list of tags on the sidebar of list view

Record View

  • Select a record from the list view.
  • In the record detail view, click on icon present on actions bar.

  • To create a new tag, under Create new tag section, enter the tag name. You can also select the existing tag from the drop-list.

  • To make the tag public, enable the Share Tags checkbox.
  • Click on Save. A new tag will be created and linked to the selected records.

Rename a Tag

The user can rename a private tag by clicking on the Edit icon of a particular tag and renaming it.

In the case of shared tags, the user can rename it only if there are no records linked other than tag owner’s records.

Delete a Tag

The user can delete the private tags whereas a user can delete the shared tags only if there are no records associated with it, and he is the tag owner.

To Delete the Tag

  1. Click icon in the top left
  2. Click Settings from drop-list
  3. Click My Preference from drop-list
  4. Select My Tag option
  5. Click on the Delete icon beside the tag that you want to delete
  6. In the confirmation pop-up block, click Yes button. Your tag will be deleted

Unlink a Tag

The user can unlink a tag from records. There are 2 ways to unlink a tag

From List View

  1. Click on the tag name to get records linked to that tag.
  2. Select the records that you want to unlink.
  3. Click More button.
  4. Select Remove tag option.
  5. In the popup, click yes button, your records will be unlinked.

From Record View

  1. Select the record from the list view.
  2. In the record detail view, click the X mark of the particular tag under the tags section.
  3. Simply, the record will be unlinked from the tag.