Sage CRM 2024 R1 has introduced a new user interface feature called Tagging!

Report Tagging can be viewed as similar to project tagging or dimensional tagging in account systems. If Tagging has been enabled on your CRM, you can quickly add extra information that can be used to organise your data without the need to add new fields. This means that all of the main system entities such as person, company and opportunity etc can be tagged.

Tagging in CRM is powered by an existing feature called Key Attributes and provides you with the option to decide whether Tagging is enabled in the user interface. The tags are also stored in a new key attribute category called 'Project' and added to the key attribute category list. The Project category type is a 'Multiple Instance Data Category' and that means that any entity can be tagged as belonging to multiple projects. The image above shows this company has been tagged with the codes "SS24" and "SS25". Within the Project Category, these tags are held in a field named "Tag Name". 

Creating a Group Based on Tagging Data

The steps in SageCRM 2024 R1 show how to create a dynamic group and use Tags in the contents and criteria.

• Navigate to the "Groups" tab in the User Help section.
• Click on the "New" button to create a new group.
• Select the option to create a dynamic group.
• Define the criteria for the group by specifying the Key Attribute Data fields and their values.
• Save the group.

NOTE: Carefully consider the data source (view) to be used. When creating a group based on tags used in a company context, ensure that the selected tags are referenced from the same entity.

By creating a dynamic group with the specified Key Attribute Data criteria, the group's contents will automatically refresh each time it is opened. This ensures the group always reflects the most up-to-date records that meet the defined project tag criteria.

Creating a Report Based on Tagging Data

How to create a report and utilise Key Attribute Data:

• Navigate to the "Reports" section in Sage CRM.
• Select the appropriate report category.
• Click on the "New" button to create a new report.
• Define the layout and content of the report using the report designer.

NOTE:  Make sure to choose the entity that contains the Key Attribute (Tagging) Data that you wish to include when selecting the data source for the report. The report designer allows you to add the Tag fields to the report layout as required.

Additionally, you can specify the Key Attribute criteria in the report search conditions or use the Key Attribute Data fields in the reports filters to filter the report based on Tags.