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?

  • ,

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

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