All Tags Overview

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    Introduction

    An “All Tags” feature provides a consolidated view or index of all the tags used within the system. It allows users, whether they are customers or organizations, to browse through the entire set of tags available in the system. the “All Tags” feature enhances discoverability, facilitates efficient filtering, promotes cross-linking between related items, assists in organization of customers, and enables personalized recommendations. It helps customers and organizations maximize the value and navigate through information more effectively.

    Stage Workflow

    Stage name Description
    Active The tags that are currently active and in use.
    Inactive Tags that are no longer in active use but have not been deleted
    Deleted Tags that have been permanently removed or deleted

    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the All Tags App.

    This section contains the details about the Tags and the Child Tags of the Parent Tag

    Tag Image

    Field name Description
    Tag Name Name of the Tag is displayed. Tag enables grouping of different entities within a system which can be defined by each organization based on the analytic reports required. (Ex: Zone wise grouping of customers)
    Show Type Displays how a Tag should be appeared for selecting (Checkbox or Drop-down)

    Child Tags

    Child Tags are the specific tags that identify the nature of a business and they together add up to form Parent Tags.

    Field name Description
    Tag Name Child Tag name is displayed
    Parent Tag Name of the Parent Tag is displayed. This will be helpful for obtaining TAG based analysis of business, applying offers to a particular group of customers, getting the information connected to a single group(Parent Tag)

    Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.  

    Field name Description
    Comments User can write short notes or comments about the Tag
    Audit
    Created date Date when the Tag is created
    Created by Name of the person who created the Tag
    Last updated date Last stage changed of the Tag
    Last updated by Name of the person who last updated the stage
    Status This section displays the current status of the Tag
    Time-Line This widget tracks all the activities within the app.

    Reports

    A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.

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