• CRM - tags

    By Steve Macca 1 decade ago

    CRM seems to have an option to put in a tag/multi tags when in the company details view, but no tags show up when in company list view.

    • tags and categories

      By Thomas Adrian 1 decade ago

       

      currently forum, crm, helpdesk and ideas have categoires to set in admin or in teamroom admin.
      I really don't like categories, I rather have tags everywhere instead. 
       

      I will fix so that the tags work, but have not really figured out what to do with the categories, maybe I should just delete them and only use tags.

       

       

      • cats vs tags

        By Steve Macca 1 decade ago


        Just my thinking
        Helpdesk
        cats as prio and status needs to be structured. Stay as is

        Forum
        A toss up. Should the users be ablle to create their own cat

        Ideas
        ideas should probably open to user category creation. Instead of restricting ideas to preconcieved categories, let the user create their own. It isnt like an idea needs to be structured perfectly.

        CRM
        Could pretty much be tag only, unless you believe a one off all encompassing classification is a good filter to have eg 'Computer Services', 'Financial Services' ect