Info-tags

Info tags is a very effective and systematic way to record data. Popular said it is a kind of stamps that can be put on companies, contacts, projects or activities. Being stamps this eliminates spelling errors and inconsistencies. As a result  it becomes very easy to find the data again. A query like "show me all those who should have Christmas Greetings" can be dealt with 2-3 mouse clicks.

To facilitate users' work it is important that you put some thought into building the pick lists. These lists are hierarchical in order to gather similar information in groups. That way it can be used easily although there may hundreds of combinations.

Pick lists are created separately for Company, Contact, Project and Activity. This is so, because most often it will be very different things you need to register.

You create pick lists by selecting the tab (Company, Contact, Project or Activity) and clicking Add Info Item (for adding text on the root level) or Add Info Child (for adding text below the active item).

Below you see some examples for Contact and Company:

In case you edit existing pick list data, this will not affect existing stamps put on companies etc. As an example you could remove a certain info tag from the pick list and the only result would be that this tag cannot be added to more companies.

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