Search and pull records by tags
I'd like to do a common function of pulling records by a keyword search. Is this what the tag are for? If I tag a record with a particular industry or niche then I'd like to pull up all the records with that tag.
Hi Ray,
Tags would be a great option for this. If you are going to frequently search for the same tag (or tags), creating custom reports for these tags would be ideal.
The only thing that’s not so cool is we don’t currently have the ability to use the search bar to find tags. We will be building this into our Search Bar in the future, so hang tight for that.
In the meantime, custom reports will get you everything you need.
Let me know if I can help you get any reports set up!
-Brad