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.
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.
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.
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.
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..
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.
New Studio Field
TagMe adds a new field type to Studio that you can add to any module.
New version allows you to import tags! You can enter multiple tags for a record by comma separator tags.