by urdhvatech

Fed up of not being able to find important clients? Tag them! This plugin allows you to tag your records to identify them instantly. Color coded tags makes it even simpler to catch them.

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User Guide

What’s new in Version 2?

  • Mass add or replace tags
  • Tag Cloud
  • Search data by tags globally from Dashlet
  • Search data by tags module wise from Detail View

Add tags to Notes, Contacts, or any other module to easily find the record you are looking for.

Quickly Add Tags

Just type in the tag and click on the generated tag to accept.

TagMe EditView

Detail View of tags

Click on tag in Detail View of any module, e.g. Contacts, and you will have the list of Contacts having that tag (assuming that the Tag field is available in Advance search), or use Advance Search.

tags DetailView

Search by Tags

In addition to visually identifying tags, you can search for any tag by adding the field to your search forms. When searching simply wrap your search terms with the wild card. A search for "The NFC-north" would be entered as "%The NFC-north%". All records with that tag will then return.

tags Search ListView

tagMe Cloud Dashlet

You have a new dashlet named “tagMe Cloud”, which gives insight of tags used system wide. Often the tag is used, bigger the tag size will be in dashlet.

tagCloud Dashlet

Tags Global Search

You may drill down the data by tags from dashlet. Click on a tag, and it will show up a page showing all records across the system having that tag e.g. Contact, Accounts, Opportunities etc..

tags Global Search

Mass add or replace tags

You can now add or replace tags using a new action in list view. If you choose “Add”, new tags get added to selected records. If you choose “Replace”, it will delete old tags and assign new tags.

tags mass update

New Studio Field

TagMe adds a new field type to Studio that you can add to any module.

tag type field in dashlet

Import Tags

New version allows you to import tags! You can enter multiple tags for a record by comma separator tags.

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  • "Great Plug-in and the service is out of this world. Best experience ever!" - Menzi

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