Tags and resources
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Tags
Tags are labels on records such as people, companies and opportunities. Administrator Tools → Tags lists every tag.
Each tag in the list shows its name, its type and a tag icon in its colour, with the Last Modified date, Last Modified By and Created By.
| Control | What it does |
|---|---|
| Type | Shows only tags of one type, or All |
| Search for tags... | Filters the list by name as you type |
| Add Tag | Opens the tag form |
| Bulk Delete | Deletes the tags you have ticked |
Tag types
A tag's type decides which records it can be added to.
| Type | Can be added to |
|---|---|
| Application Wide | Every kind of record that has tags |
| Project | Projects and their tasks |
| Case | Cases |
| Sale | Opportunities |
| Person | People |
| Company | Companies |
| Product | Products |
| Service | Services |
The Type filter lists all of these.
Adding a tag
Add Tag opens the tag form.
| Field | What it does |
|---|---|
| Name | The tag's name, shown on the records it is added to. Required |
| Type | The kind of record the tag is for. Starts as Application Wide. It cannot be changed once the tag is saved |
| Colour | The colour of the tag. Select a colour in the colour picker. A random colour is chosen for a new tag |
Select Save to create the tag.
Editing and deleting tags
To edit a tag, double-click its row, or open the actions on its row and select Edit. You can change the name and colour. The form does not show the type, because it cannot be changed.
To delete a tag, open the actions on its row and select Delete, then confirm. To delete several, tick them and select Bulk Delete. Deleting a tag removes it from every record it was on.
Only administrators can delete tags.
Resources
A resource is something that can be booked, such as a meeting room or piece of equipment. Administrator Tools → Resources lists them, with each one's name and description, the Last Modified date, Last Modified By and Created By. Search for resources filters the list.
A calendar entry can have a resource, and a service can require one if it's being booked online. See Products and services.
Adding a resource
Select Add Resource.
| Field | What it does |
|---|---|
| Resource Name | The resource's name. Required |
| Resource Description | A description of the resource. Shown under its name in the list |
Select Save to create the resource.
Editing and deleting resources
To edit a resource, double-click its row, or open the actions on its row and select Edit.
To delete a resource, open the actions on its row and select Delete, then confirm. To delete several, tick them and select Bulk Delete.
Only administrators can add, edit or delete resources.
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