Search Tags

We have started to use more tags for Contacts and Accounts.

For example, some of our clients are Tribal Prosecutors.

We don't have a field for that indicator, but want to easily search for any Account with the tag "Tribal".

I can't seem to find an easy way to search by tags?

What am I missing?

  • Hi John,

    Did you tried filtering the records by using the create filter option in the List View filter. Go through this link to know more about how to create filters and filter the data in SugarCRM. Make sure the Tags field is available in the List View Search. To know more about adding fields to the search layout go through this link

    Hope this information helps you:)

    Thanks and Best Regards,

    PK,

    www.bhea.com

  • Thank you , I forgot to add Tags to the fields in the view. Thank you for the reminder.

  • ,

    One additional method to easily search by tags is the global search option at the top. When you enter a search term in the global search bar, it will see if there are any tags where there is at least a partial match. If you want to search by that tag, you select it from the matches below your search bar:

    That will then bring the tab into the search criteria and return any results:

  • I tried that, but because some of our Accounts and Contacts have "Tribal" in the name, or title, it finds everything with "Tribal". There is no option to limit to Tags like you can so many other fields.

  • hi clubbers,

    AFAIK, the difference between tagging data and setting dropdown for data segmentation is that segmentation is used to deal with homogeneous data - literally data of the same module in Sugar, - while tagging is used to aggregate heterogeneous data - the data of different structure and even nature, - which means "records from different modules" in terms of the software we discuss in this club

    To benefit from tagging in Sugar in terms of getting the list of records were tagged regardless of its structure type (module to which the record belongs ), try the simplest - navigate to any record tagged and click on that black Tag name

    in the result list you will see "a label sign" near the tag name, then use a filter and change there "All" to "Accounts" to focus on the data of a particular structure type (Account modules data)

    I hope this helps

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

  • Hi ,

    Based on your screenshot, I believe you entered the search term and hit Enter to go to the full result set. To search by tag in the global search bar, enter the search term but do not hit Enter. The search will trigger automatically to give a screen like the following:

    Then select the tag at the top of the list and the search will be refined to only return records with that tag:

    You can modify the modules searched from this screen by clicking the arrow next 'All', or you can hit Enter at this point to refine the search on the full result screen.

    This avoids the need of finding a record with the desired tag to then click the tag and search for all records with that tag.