Location : Idealisator Support Page » Tags

Tags

Tags let you group your clients.

It is used when you want to store some information that have no input fields, or you want to see those pieces of information separately.

It's also often used when you want yourself or your co-workers to know about important things that wouldn't be easily noticed in the crowd of the other fields.

Adding tags

To add a tag to a client, simply click on the Add tag button while editing the datasheet:

There are some tags built into iDeal CRM. You can change the existing ones, or add new ones.
If a tag is changed (for example you change the name of it), it will be changed everywhere.
If you delete a tag it will be removed from every entry.

You can add tags to your clients, by clicking on the add tag button at the tags list.

Here you can select existing tags, or create your own ones.
After choosing the tag, it will be added to the datasheet entry:

You can add as many tags as you wish to an entry.

Page last modified on Thursday 29 of September, 2011 13:16:18 CEST

SourceHistory

Search Help

Non Advanced Search or Natural Search

The documents are returned sorted on relevance depending on order, proximity, frequency of terms.

Advanced Search or Boolean Search

Default search behavior

By default, all search terms are optional. It behaves like an OR logic. Objects that contain the more terms are rated higher in the results and will appear first in their type. For example, wiki forum will find:

objects that include both terms
objects that include the term wiki
objects that include the term forum

Requiring terms

Add a plus sign ( + ) before a term to indicate that the term must appear in results. Example: +wiki forum will find objects containing at least wiki. Objects with both terms and many occurences of the terms will appear first.

Excluding terms

Add a minus sign ( - ) before a term to indicate that the term must not appear in the results. To reduce a term's value without completely excluding it, use a tilde. Example: -wiki forum will find objects that do not contain wiki but contain forum

Grouping terms

Use parenthesis ( ) to group terms into subexpressions. Example: +wiki +(forum blog) will find objects that contain wiki and forum or that contain wiki and blog in any order.

Finding phrases

Use double quotes ( " " ) around a phrase to find terms in the exact order, exactly as typed. Example: "Alex Bell" will not find Bell Alex or Alex G. Bell.

Using wildcards

Add an asterisk ( * ) after a term to find objects that include the root word. For example, run* will find:

objects that include the term run
objects that include the term runner
objects that include the term running

Reducing a term's value

Add a tilde ( ~ ) before a term to reduce its value indicate to the ranking of the results. Objects that contain the term will appear lower than other objects (unlike the minus sign which will completely exclude a term). Example: +wiki ~forum will rate an object with only wiki higher that an object with wiki and forum.

Changing relevance value

Add a less than ( < ) or greater than ( > ) sign before a term to change the term's contribution to the overall relevance value assigned to a object. Example: +wiki +(>forum < blog) will find objects that contain wiki and forum or wiki and blog in any order. wiki forum will be rated higher.