Tags – Settings
Brandengine provides you with an extra customisable layer of data classification by using Tags.
By definition ~ Tags are customisable labels that you can assign to your data to provide additional context and organisation. This helps you easily filter, search, and categorise your information based on your own specific criteria. For example, you could tag a contact with “VIP” or a Quote with “Urgent”.
Tag sets are user definable so that your version of Brandengine “speaks the language” of your organisation. Tags can be used in a host of locations throughout the platform.
To add/edit your Tags – navigate to Company-wide Settings then All Tags
(Mainmenu>YourCompany>Company-wideSettings>OptionTypes>AllTags)
The above will display all tag-sets by location that they are available.
NB – Enquiries and Projects use the same tag-set as they are essentially the same thing – one is pre-sale, the other post-sale.
You can also locate the specific tag-set (and other settings) by the Entity Types menu in Company-wide Settings.
(Mainmenu>YourCompany>Company-wideSettings>EntityTypes – then select the entity)
eg – The below image shows all of the customisable settings in the Companies entity type
Tags are filterable in the Custom View/Summary Boards to provide easy access to specific data.
Adding/Editing Tags
Click to open the tag-set (right of screen)
A pop-up window will appear where you can
(Bottom Left of the pop-up)
You can also:
- Re-order tags by dragging with the grab handle
- Assign a tag colour from an available pallet
- Name/edit the tag
- Delete the tag
NB – Only Unused tags can be deleted.
Be sure to when you are done.
Tip ~ We recommend that you assign the creation of tags to only a select few people in your organisation to ensure the tag-sets remain relevant and don’t become unweldly.