Use folders and tags to search for the records within the sections. Find required records in a matter of minutes by using tags or folders.
Use tags to segment your records manually. For example, in the [Knowledge base] section, you can use tags to search articles by keywords. Another example, in the [Contacts] section, you can use tags to mark your VIP customers or form a blacklist of customers, as you can tag each record individually. If you filter section records by tag, only the records containing the selected tag will be displayed.
Use folders to segment your records as per filter conditions. For example, in the [Contacts] section, you can create a “New customers” folder that will filter records by the contact type (“Customer”) and the record date (“Current month”). If you select a folder within a section, only the records that match folder filter conditions will be displayed. You can add your most frequently used folders in favorites.
Any section record can be included in several folders and can have several tags at the same time.
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