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 John Kitsmiller,
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.
Hi John Kitsmiller,
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.
