by Brainvire Infotech Pvt. Ltd

Add Tag is a SuiteCRM add-on 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.

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#5560 - Report

In Progress General Question created by cequeira one week ago

Can the tagging tool generate reports based on the selected items, providing statistical insights

  1. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    one week ago

    Hello

    Do you mean something like Tag Name and statistics like how many Leads, Accounts are associated to each Tag?

    We have a Tag Record where we have all the Sub-panels like Leads, Accounts, Cases where you can see all the records associated to it.

    But Reports We have not added, but we can surely add it for you. Please let us know your requirement. We can surely help you out

    Thank You, Brainvire Team.

  2. cequeira member avatar

    cequeira

    one week ago

    Hello, I'd like to develop a bug tracking module that allows users to assign tags to each bug. The goal is to generate reports that provide a count of tags associated with each bug ID

  3. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    one week ago

    Hello

    Yes we do provide such Reports in our Tag Management plugin. It would provide the count as below for tags added in the system

    Screenshot from 2024-12-09 17-49-00.png

    But we have not enabled Tag for Bugs module in our plugin. So it needs extra customisation.

    Do you want us to estimate for that customisation. Please let us know, we would estimate and send to you in your registered email ID

    Thank You, Brainvire Team.

  4. cequeira member avatar

    cequeira

    one week ago

    In which module are the tags applied?

    • BrainvireInfotech member avatar

      Brainvire Infotech Pvt. Ltd Provider Affiliate

      one week ago

      Hello

      We have enabled Tag for Accounts, Leads, Contacts, Cases and Opportunities module.

      We can enable Tag for Bug module as well. Please let us know we can estimate and do that customisation for you

      Thank You, Brainvire Team.

  5. cequeira member avatar

    cequeira

    one week ago

    Okay! Can you do it for the bug module and make it a 'lifetime' license?

  6. cequeira member avatar

    cequeira

    one week ago

    Versión 7.10.1 Sugar Versión 6.5.25 (Compilación 344)

    PHP 7.4.3-4ubuntu2.24 (cli) (built: Sep 30 2024 18:16:20) ( NTS ) Copyright (c) The PHP Group Zend Engine v3.4.0, Copyright (c) Zend Technologies with Zend OPcache v7.4.3-4ubuntu2.24, Copyright (c), by Zend Technologies

    I would also like to know if the administrator can be the one to generate the tags, so that users are limited to using those created by the administrator.

  7. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    one week ago

    Hello

    Have shared estimate in your registered email id . Please check and confirm

    Thank You, Brainvire Team

  8. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    6 days ago

    Hello

    Did you get chance to check the estimate. Please let me know if you need any clarifications

    Thank You, Brainvire Team

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