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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
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.