Infotags

Infotags is information stickers (or labels) you can put on anything in SkyViewCRM and thereby making it easy to find or select items later.

Infotags are selected from pick-lists designed by you individually for the item types. Item types can be:

An Infotag can be labeled as Inactive in the sense that it can be used to select items - but that it cannot be applied to new items. This may come handy if (as an example) you have an Infotag "IT-Exhibition 2013" to mark contacts that you met during this exhibition.

Later on you may have a need for selecting those contacts, but you can mark the Infotag as Inactive to ensure that it is not applied to new contacts later on.

Other examples:

“Subscription Yearly ”, “Subscription Monthly”, “Medico 2014”, “Uses outsourcing”, “Ads in Magazines”, “TV commercials”, “Newsletter” etc.

Correspondingly for other entity types:

Often you will use Infotags to mark contact persons that may qualify for one or more campaigns.

Use

Infotags can be applied to contacts (and other entity types) in various ways. Here are some examples:

1. If the current screen is a contact person then click the tab Infotag and then the button "Add Infotag". Select the Infotag from the pick list and the Save.

2. Choose "Contact persons" in the main menu and make a list of contacts by one or more criteria. In this list you may select any set of contacts, click the button "More" and then click "Add Info Tag to selected contacts".

Page url: http://www.skyviewcrm.com/help/index.html?infotags.htm