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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#204 - Reports

Closed Feature created by Harsh Verified Purchase 8 years ago

Is it possible to create a report on tags so that I am able to which contacts are tagged with a particular tag?? I tried and was not able to because tagMe and Contacts are related modules.

  1. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    Hello Harsh,

    You can do similar thing in List view or else use tag Cloud dashlet, choose a particular tag, and it will list out all records sharing same tag.

    In reports, you will not get the filter of these fields because of database type being text.

    Hope this information helps.

    Thanks.

  2. Harsh member avatar

    Harsh Verified Purchase

    8 years ago

    Right. That's the method I would use to filter out a particular tag. However, what if I want to filter out two tags? Example: I want to know which contacts have been tagged for "awesome" AND "cool"? The list view can't do a condensed search like that so I was wondering if Reports would be the way to go.

  3. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    Well, we can extend search in list view, but that leads to an un-upgrade safe change. I see that you are using Reports, is it PRO+ edition? Is it on-demand hosted?

  4. Harsh member avatar

    Harsh Verified Purchase

    8 years ago

    PRO+ edition of tagMe? Sorry. I'm confused.

  5. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    Sorry, I was asking about SugarCRM edition.

  6. Harsh member avatar

    Harsh Verified Purchase

    8 years ago

    Oh. It's Professional edition.

  7. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    Ok, is it hosted on SugarCRM on-demand? If it is hosted on on-demand, we will not be anyway customize anything which is un-upgrade safe.

  8. Harsh member avatar

    Harsh Verified Purchase

    8 years ago

    Ah. It is on-demand. It's unfortunate that it couldn't work out but if you ever think any work-around to issue, please let me know :) Thank you for your help!!

  9. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    Yes sure! Happy to help.. There is limitation of SugarCRM which doesn't allow us to change custom search query! Hope that gets resolved in upcoming versions!!

  10. Harsh member avatar

    Harsh Verified Purchase

    8 years ago

    I hope so too! You have been very helpful!

  11. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    We will try to get hand on it, if we can make it work. You may add us on skype : urdhvatech

  12. Harsh member avatar

    Harsh Verified Purchase

    8 years ago

    Actually, we don't have Skype. Is there any other way to stay updated?

  13. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    You may follow us on Twitter - urdhvatech or email us at contact@urdhva-tech.com

  14. Harsh member avatar

    Harsh Verified Purchase

    8 years ago

    Perfect. Thank you!

  15. urdhvatech member avatar

    urdhvatech Provider Affiliate

    8 years ago

    You are welcome! Closing the case. Thank you for raising the feature.

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