Tags
Glossary Item Box
Overview
Tags are used to quickly search for information by keywords. When you filter records by tags, the section will display only those records that have the selected tag.
Fig. 1 The [Contacts] section tags
Records are tagged manually. Each section of Sales Creatio has a separate list of tags.
Sales Creatio contains the following tag types:
- Personal tags — can be seen and used only by users who created them. Neither system administrators nor managers can see the personal tags of employees. Personal tags are displayed in green.
- Corporate tags — displayed for all employees of the company. Any employee can set or clear a corporate tag. Any employee/role with access rights to perform "Corporate tag management" operation can create new corporate tags Corporate tags are displayed in blue.
- Public tags — displayed for all employees and for self-service users. Any employee can set or remove a public tag. Any employee/role with access rights to perform "Public tag management" operation can create new corporate tags Public tags are displayed in red.
More information about creating and configuring tags can be found in the "Working with tags" article.
