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Announcement: New & Improved Tag System

Tags have become an indispensable tool for quickly classifying  and sorting snippets of information. The revised WORK[etc] tagging tool now lets you create categories of tags and hide unused tags.

This is just a short post to announce that over the weekend we’ll be seeding all 96 accounts that are on the beta program, with the new Tag system.  Its’ also a shorter post than normal as I’ve had my head buried in developing Linkedin, Twitter and Facebook integrations with WORK[etc].  More on this shortly.

So, we’ve made some fundamental improvements to the WORK[etc] tagging tool:

  •  There is now a single Tag management screen, with Tags being shared between Sales, Projects, Support Cases etc.  Previously we allowed each module to utilize its own set of tags.  Whilst this seem to be a good idea at the time, in “real-life” it was just inefficient.
  •  Instead of having to view all tags on an activity, you can now use the settings screens to hide certain tags for certain activities.  For example – only show the tag called “late payer” on the finance pages.  This also solves a problem for a handful of customers that have 200+ tags in operation.
  • Tags now have a color you can customize and most importantly, a description that displays  on hover.  This is actually a critical feature as it helps your team understand the purpose of a particular tag, just at the moment they are thinking about using it.
  • Adding and deleting tags from an object is now just a simple hover and click.

Here is how it looks in your settings:

Show and hide tags for each module.

Show and hide tags for each module.

This is how tags show up on a contact:

Only available tags show. Hover for description.

Only available tags show. Hover for description.

 

We expect that this tags feature, as well as the current beta, will be set to all accounts toward the end of June.  If you are one of the lucky few that made it onto the beta list, this tag update will be hitting your account this week.

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