Sorting and Filtering with Tags

For sorting, organising and grouping records within CRM, you may want to start using tags. See below how to use tags for filtering and data organisation. 

Sorting by Tag

Tags can be used for easily sorting and filtering your records on the grid (and can even be implemented in place of simpler custom fields that you might otherwise require).

If the Tags column isn’t available on your grid, simply hover over any of the existing columns and click the small cog on the righthand side.

Then click Column Chooser.

From the left-hand box, select the Tags heading. Then click the blue arrow to add the Tags column to the grid. Finally, hit Apply.

You’ll now see that tags are on the grid, easily viewable against all the company/contact records in your system.

In the grid view, you’re able to filter using certain tags by typing them into the filter/search bar on that column.

You can also change the filter rules by clicking the small filter icon and selecting the appropriate rule. For example, we may want to exclude a certain tag, so we’ll click ‘Does Not Include’.

You can also set up advanced filters (more info here) using tags as one of the filter criteria. You’re also able to save and share these advanced filters which can be really handy if you need to regularly refer to a filtered set of data (e.g. filter by customers tagged as ‘VIP’ or ‘Important Customer’ for easy management of customers who require enhanced service and follow-up).

To create an advanced filter using tags, click the small filter icon in the upper right of the company or contact screen. Then click New.

Using the filter popup, select either Tags or Tagged As in the field selector and then select the matching criteria (i.e. matches, does not match, equals, does not equal etc.).

Then, give the filter a name that relates to the Tag criteria and select whether you’d like it to be shared with all users across the system. Then hit Ok.

You should now see only records that are tagged according to the filter you set up.