Highlevel Overview

Add Tag is a SuiteCRM add-on by Brainvire Infotech that enables users to apply helpful tags on records to better manage large tasks in the CRM. Choose to tag records one by one or by the bulk action feature. Use the report tool to apply a filter and segment records per tag of your choice. Tagging can be used in many ways, as shown in the product features list below.

Unique Features:

• Create "n" number of tags in CRM
• Tag can be used by any user
• Enable and disable the module for applying tag from the admin side
• Apply tag from detail view to a single record
• Apply tag from listview to multiple records
• Check tag applied to any record from the detail page
• update tag at any time
• Admin can check all records in the subpanel where the tag is applied
• Autosuggestion feature for searching the tag
• Add multiple tags at a time
• Default report for the analysis
• Apply filter from listview for search the record based on tag

How it Works

Add Tag will be applicable for all the modules enabled from the admin side. Once the module is enabled and saved for applying a tag, the admin user can create a tag from View Tag and all users active in CRM can apply it to any records. The tag can be applied one by one to record or from the mass update feature.

Applying tag for a single record:

Applying tag for multiple records:

To learn more about this solution, go to Add Tag or search for "tag records."