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Tactile CRM: New tag features

Written lovingly by Jake Stride

Today is a big day for Tactile CRM, our small business contact and sales management system - we have just released Version 2.

After listening to our users feedback we have implemented a lot of new features around Tags. The new features are available via the ‘Tags’ tab and allow you to easily view all items with a specific tag (see the screenshot below) as well as being able to rename/merge tags, delete a tag, delete all items with a specific tag (if you are an admin), and search across all items (organisations, people, opportunities, and activities) with a specific tag as well as being able to drill down on specific tag combinations:

Lots of Tagged Items

We’ve also added a new tag cloud so that you can easily see the most popular tags and drill down on them - a bigger text-size means the tag is used on more items (organisations/people/opportunities/activities).

Spot any pre-release new features in Tactile CRM?

We hope that you find this new feature useful, and would love to hear any comments or feedback that you may have.

This entry was posted on Monday, November 24th, 2008 at 12:35 pm and is filed under Features, Products, Tactile CRM. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

2 Responses to “Tactile CRM: New tag features”

  1. Tactile CRM: ‘Clients’ and ‘Leads’ become ‘Organisations’ said the following at November 24th, 2008 at 12:57 pm :

    [...] most people don’t use the ‘Leads’ functionality, and with the addition of the new tag features, it isn’t really needed. We also tended to get a reasonable number of support requests asking [...]

  2. Tactile CRM: Version 2 - out now! said the following at November 25th, 2008 at 3:30 pm :

    [...] Added new Tag options [...]

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