Tag Plugin Documentation

This plugin allows users to tag their annotations with keywords. Users can easily create tags from any tag-enabled modules (e.g. accounts) from detail view. Once the tag is created, it may then be related to other records such as meetings, cases, opportunities, and many others. One record can have multiple tags.

Key Product Features

Tag Cloud works for custom modules also.

1. Enable/Disable modules from Admin Panel.It includes custom modules also.
2. In modules,We can add/create Tags from Add Tag Button, enabled in Detail View.
3. Created tags appear in left of ‘ADD TAGS’ button.
4. On click of ‘tags’,it redirect to the Tags detailview.
5. We can view all tag related records from tag detailview.
6. Delete option is also there with the Tags. We can delete tags from there.
7. The list of all tagged records can be viewed in Tag Cloud widget in Homepage.(The bigger the tag,more related records it will be related to).
8. Tags colors are different from each other .
9. On click of Tags (In Tag Cloud),We can view all tag related records through the pop-up.
10. Global Searching for tag is also enabled in right most corner .
11. The global searching is wildcard.
12. Resultant records from search, user can redirect the related record’s detailview.

Admin Panel View of Tagging

Tagging configuration

Add Tags (View from Enabled module detailview)

Add Tags (Create View)

View of Tags

Add Dashlet ‘Tags Cloud’

Here is the ‘Tags Cloud’

Tag related records through pop-up

Global Tag Searching

Global Search result

Tags Detailview