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?

Parents
  • 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

Reply
  • 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

Children