Custom note tags in MidiCRM are powerful tools that help you categorize and manage your notes efficiently. They provide quick insights into the content of your notes and facilitate easy filtering, ensuring that you can focus on the most relevant information. This tutorial will guide you through the process of using custom note tags in MidiCRM.
Custom note tags are colored markers that you can attach to notes to indicate their content and relevance. They help you quickly identify the type of information a note contains without reading the entire text. Custom note tags are particularly useful for categorizing notes by topics, projects, departments, or any other criteria relevant to your business.
Color-Coded: Tags are color-coded for easy identification.
Customizable: You can create tags that fit your company’s specific needs.
Filterable: Tags can be used to filter the news feed, allowing you to focus on specific types of notes.
Visible: Tags are displayed alongside note titles, providing immediate context.
For consistent tagging of notes throughout your organization, all users share a common set of custom tags that they can choose from and add to their notes. The list of available tags is managed by users who have System Administrator level access. If you are a system administrator, you can manage this list as follows:
Alternatively, you can manage the tag list by clicking the settings icon under the new note entry box. To learn more about this method, watch the video above.
You can only add a tag to a note while creating or editing it (If you have already saved a note, enter edit mode by clicking Show at its bottom right corner, then Edit at the top right corner.)
While in edit mode, the available tags you can choose from are displayed under the note body text box. To add a tag to your note, click on it once. You can add as many tags as needed. Selected tags appear in blue. To deselect a tag, click it again.
Once all applicable tags are selected, you can save your note.
By filtering your news feed to display only notes with certain tags, you can easily create custom feeds for specific use cases. To do this:
Improved Organization: Easily categorize and manage notes, making it simple to find relevant information.
Quick Insights: Gain immediate context about a note’s content without reading the entire text.
Efficient Filtering: Use tags to filter the news feed and focus on specific topics, projects, or departments.
By mastering the use of custom note tags in MidiCRM, you can enhance your workflow, and ensure that important information is always easily accessible. Start leveraging custom note tags today to optimize your note management and boost productivity.