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Ability to Quickly Tag Records

Author Name: Michael Dodd

One of the things we hear the most when it comes to basic Relationship Management (both public sector and private sector) is the ability to quickly "Tag" records (both system and custom entities). This would allow user to visualize these tags via a Word Cloud chart on a dashboard. 

The preferred UX would be to enter the tags on the Header row, similar to the tag UX in TFS. Begin typing a tag, then auto-complete to suggest available values. If none existing, you can simply complete it by hitting enter. A delete icon on the right allows you to remove a tag from the Record.

At the Entity Level, you'd be able to enable the entity for Tags. Then for each Tag-enabled entity, you'd be able to add a Word Cloud chart to your Dashboard or a parent record.

Status: New
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Status changed to: New