TAG equivalent in SuiteCRM

đź’¬ General Discussion
1

Hi,

I’ve been using Odoo for a while, and have assigned various tags to all of my contacts, companies, etc on that CRM. I’m currently trialing SuiteCRM, but can’t seem to find a similar “tag” facility. Is there one available, and if so, how to I access it please?

Thanks,
Adriaan

2

Well, I’ve not found a TAG equivalent, however I’m using the following workaround:

  1. Create Accounts to use as TAGs (e.g. Quarterly_Contacts, Weekly_Contacts, Newsletter_Contacts, etc.)
  2. Create the contact and assign it an Account (you can only assign one Account at this step)
  3. For each additional TAG / Account you want to assign to the contact, go to the Accounts section
  4. Click on the TAG / Account you wish to assign
  5. In the Contacts section of the Account, click on the little drop-down arrow next to the Create button, then click on Select
  6. Select the tick boxes for the contacts you wish to assign to that TAG / Account, and click on Select

Job done!

You will now see the same contact appear more than once in your contact list - once for each Account assigned to it. However, the Contact data is linked for each contact, so if you need to change someone’s details you still only need to do it once.

Perhaps not the most elegant of solutions, but it works for now.

3

Why would you use the Accounts module to achieve this?

You could very easily create a custom module via Admin->Module Builder called TAGS and add a Many-To-Many relationship to the Contacts Module. Additionally you could add other relationships to other Modules if needed.

Once you have deployed this module it will work in a similar way as you are doing with Accounts but with the Advantage that your Accounts Module will still sit there for its purpose.

An alternative solution would be to create a dropdown list incluting all your TAGS and then apply that list to a Multi Select field in the modules where you require it. This solution is even faster to implement (5 minutes vs 10 minutes) but has the disadvantages that each time you want to add a new value to your tags list you need to go via Admin as well as the fact that you won’t be able to see, for each tag, all the items of all related modules in one view.

1 Like
4

Hi!

I took this post as a starting point to build a “Tags” module.

See here: https://suitecrm.com/forum/suitecrm-7-0-discussion/8822-tags-custom-module-want-to-change-html-of-subpanel

It allready works, but I want to make it look better.

5

Hi,
i don’t know how this is done, but i think you will something like this : https://www.sugaroutfitters.com/addons/tagme
Regards

6

Hi item,

I think they created a custom field type instead of a module.
Maybe I will try that as the next training project.

7

A field may be more convenient but, if you want to implement yours it is a little more complex.

On the other hand if you do it with a custom module, for each tag, when you go into its Detali View, you will be able to see what you has been tagged.

It really depends on the usage you need.

8

Hi,
This looks like a great solution @amariussi!
How do you do this?

You could…add a Many-To-Many relationship to the Contacts Module.
Thanks!
Josh

9

For me tags are the most important part of a CRM. Its all about slicing and dicing contacts…

10

Hi,

I saw a topic on this forum (I think) on how to create something like that. Can anyone point me to that ?

11

I really like the tagMe add-on from UrdhvaTech, it’s a one time fee, I don’t think it’s too expensive. Users love it.

https://store.suitecrm.com/support/tagme

I also think this should really be core functionality, but we need to wait until somebody from the Community contributes it…

12

We are comming from vtiger and had have paid for some modules only to find out some month ago that we can’t really work with it. So we decided to try suitecrm.
I can’t get the approvment of my boss for 249E for the tags module since the budget is already spend on vtiger.
And we really don’t need that much from the tag module.
What we need to add tags to contacts/accont based on things that they have already purchased or have an interest in. Then we can easier detect customer that need a specific product or service.
I blame myself for not bookmarking the page I found. :frowning:
It was build with the module builder in the admin page.