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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

What is the best practice method for creating unlimited search tags in a database? The only method I can think of would involve a portal.

A tag, in the sense that I mean it, would let the user organize contacts around keywords that make sense to them.

For example, the user could add a tag called “Lead” and then tag everyone who’s a lead as “Lead”. Clicking on the Lead tag would then list everyone who has been tagged Lead. Other tag examples include “Vendor” or “Press” or “Client” or “Investor” or whatever else they’d like.

Other database systems offer this feature, such as the web based CRM Highrise. This is a very powerful search method.

Posted

I think that putting this in a related table makes sense. You can use a portal to display and even search on the related keywords.

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