Tags and Links (Data Management)

Tags and Links - Featured

Tags and Links (Data Management)

1884 867 Comidor

Tags and Links (Data Management)

Comidor Tags and Links enables the connection of diverse records across Comidor (i.e. link a project to an opportunity, add the same tag to a task and a case (e.g. “Customer Acquisitions”). This powerful feature gives users quick and seamless access to information with quick and easy reference and data retrieval.

Comidor Tags can be created by selecting the Tags on the left panel of the screen when in a Comidor Record. The user can create a new tag (or reuse existing ones) and also choose if the new tag will be available as public (users and guest users), internal (all users), within their Organizational Chart group or private.

 

Add and Use a new Tag

  1. To create a new tag select Tags on the left panel of the screen when in a Comidor Record and add the Tag Name
    Tags and Links - Add Tag1
  2. Select the Access filter (internal tag, public tag, private tag, specific group tag) and click on Add. Click Close to exit
    Tags and Links - Add Tag1
  3. To apply a previously created tag click on the drop-down list, select the required Tag from the list and click on Add. Click Close to exit
  4. To remove a tag that has been already applied click on X next to the Tag. Click Close to exit
    Tags and Links - View
  1. Search for Comidor records that use tags by selecting a tag from the Tags list. Records with the requested tag will be displayed

Tags and Links - Search

 

Manage Tags

Tags Management helps administer private, public and group Tags that have been added in Comidor.

Delete a Tag

Go to:

  1. Modules Menu Icon > Business Management > Tags
  2. Click on a Tag
  3. Click on the Actions Icon and select to Delete the Tag. A confirmation pop-up box appears.

Delete multiple Tags

Go to:

  1. Modules Menu Icon > Business Management > Tags
  2. Select multiple Tags from the table to delete them (a confirmation pop-up box will appear)

Manage Tags rights

  1. Go to Modules Menu Icon > Business Management > Tags
  2. Click on a Tag
  3. Click on the View/Change Rights Pencil Icon on the left panel. Make Tags available as public (this includes Guest users), internal or to specific groups or people

Links

A Comidor Link can be created by clicking Links on the left panel of the screen when viewing a Comidor Record.

  1. If no Links have been added a blank pop-up window opens. Click on Link with and search for a word or phrase to find the related element for a required link. Memos and Files can also be searched for
  2. The search results will appear indexed on the left panel of the screen for easier navigation
  3. The user clicks on the connector-icon of the element of the required link – this creates the link
  4. Links are available from both Comidor elements (“Customer ABC” is linked with the “Partner XYZ”).Links are now available from both Comidor elements (“Customer ABC” is linked with the “Partner XYZ”).
  5. Links can be removed by clicking on X

Links are a powerful way of connecting data and enabling users to access relevant data in a very efficient manner.