1.3.2. Tags

Tags are free-form labels that can be linked with any objects (e.g. Contacts, Accounts, Opportunities, and Campaigns etc.). Tag is an important feature of many Web 2.0 services. Many websites and blogs use tags to easy labeling articles and searching them efficiently.

OfficeClip implements a hierarchical tagging for its objects. Tag Groups are used to group similar tags. These groups provide a structure to the otherwise free-form tags that can quickly go out of control. We recommend grouping tags wherever appropriate, although tags without groups are also supported and is equally powerful for searching and creating filters.

Administrators can limit who can create new tags and associate tags with various objects like Contacts, Accounts etc. This is because unlike in websites where users can link blogs with any arbitrary tags, some organization might want to enforce policy on tagging various objects they own.

Tags are currently available for Contacts, Accounts, Opportunities and Campaigns. To access tags user can go to the bottom of the summary details. Tags can also be managed (if authorized) by clicking on the Tags link on the button bar.