Tags in C4C

[former_member199982]

Whenever a blog is written, or a picture is clicked and shared on a social media, you get an option to tag it. For example, you would tag different pictures based on the location it was clicked at, or the name of person or the event. Similarly blogs are also tagged based on the topic, author, etc. - this blog has been tagged under Cloud for Customer, SAP C4C, tags etc.  So what is tagging exactly ?

I would say tagging is like giving a 'nick name'. You remember the nick name and so it makes the search for the object very easy.

SAP Cloud for Customer provides the tags feature wherein you can assign a 'nick name'. You can tag a customer, a contact person, an employee, an opportunity or even a feed can be tagged. Any object record can be tagged in C4C. Tags are assigned to describe, and organize your object records.

There are two types of tag, you can use - Public tag and Private tag.

Public tags are shown to all the users. They can use the tag to search for objects. However, search result will show only the objects authorized to users.

Private tags can be used only by you. It's not shown to others user who might have access to that objects. You can create private tag by prefixing the tag by a '*'. For example, you want to tag a customer a strategic customer which cannot be seen by other employees who might have access to customer. You can do that by assigning a tag like *strategic_customer.

Points to Note:

1. Tags cannot contain spaces
2. Tags are not case sensitive and always appear in the Tags pane as lowercase. For examples, system considers a tag like Strategic_Customer or strategic_Customer or Strategic_CusTOMER as strategic_customer.
3. You can assign multiple tags to the same object

Why should you use tags?

1. Tags help you organize your data. Say your company sells different types of sensors and you are responsible for a only a certain set of sensors which fit into a mobile phone. You can tag the products, customer who purchase sensors and opportunities for sensors with a tag like - 'mobile_sensor'. This makes it easier for you to search for all the objects.
2. Tags can also eliminate requirement of creating new fields.

You can view the video on how to use tags here.

Business Case for Tags

Let's say you are organizing a customer conference beginning of next year and want to invite your key contacts to the conference. During the course of your business deals with these contacts during the year, you mark the contact persons using a tag - 'conference2017'. You and your colleagues start building an invite list by tagging such contacts, so when you are nearer to the conference and want to send out invitations you just need to search these contacts using the tag and then exporting it to MS Excel or forming a target group for your email campaigns.

Search your contact using the search field on the work list.

You can then export the list of contacts to an excel file or select all contacts and create a target group.