Posted: 26 Jul 2013 08:03 AM PDT
"July" version now available
The following updates are available on the staging site, as of July 26th. You can access the July version by clicking "Switch to the July Version" when you sign into Method.
Tags are a recent addition to the Method CRM offering. Tags provide a potent and dynamic approach to assigning classifications and categories to records.
I can already here people saying....
"But we already had this functionality within Method?"
True, this functionality existed via traditional drop-down menu selections. The difference is that now, with tags, you can assign multiple tags to single records. For example, you could tag a contact with different locations; 'Liverpool', 'Merseyside' and 'North West'. That contact would then appear in any filter rule using any or all of the tags. Tags can also save vital screen-space by lowering the overall amount of custom fields required for certain elements of functionality.
If you're interested in harnessing the power of tags within Method don't hesitate to get in touch. A solution is only a phone call away.