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How to Create Tags and Taxonomies

by msarandi

OroCRM’s tags are keywords or keyphrases generated by users to be then assigned to records. Instead of creating new fields, you can meaningfully arrange and filter system data by using tags. Tags come particularly in handy when building reports or segments. Taxonomies serve as color codes you can use to make the tags even more outstanding. Watch this video to learn how to create, apply, and manage tags and taxonomies for a more precise data selection. Other training videos on OroCRM features are available at the Media Library:

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