Tags

A tag is a label a user can add to records in Sage CRM to classify them. Tags in Sage CRM work similar to hashtags in some social networks. For example, a user can create a group that includes records with the same tag or generate a report on such records.

Tags are available on case, company, lead, quote, order, opportunity, person, and solution records. For more information about tags, see the User Help.

As a system administrator, you can perform the following tasks:

• Showing or hiding tags in user interface

• Viewing and deleting tags created by users