You can use tags to filter contacts, projects, products, and reports. Tags are not limited per contact, and they can be grouped to make filtering even easier. Read more on how to use tags in Scoro.
Every selected tag will narrow down the list. When you double-click a tag box, you can set the not-condition.
Tag selection in the company list:
The filtered list can be bookmarked so that you won't have to filter it again every time.
Categories can also be used to filter contacts and relevant reports. A contact can belong to one category at a time so, for example, a company can be a B - Standard client or a D.1 - Ex-client, but not both. Category selection in the company list:
Contact categories, tags, and relations can be created, modified, and deleted under Settings > Site settings > Tags and relations. Their main idea is to simplify filtering and segmenting long lists.
In order to create a new tag, click + New, and to create a group, simply click on the Create group button. To modify (e.g., move from one tag group to another) or delete a tag, click on the name of a tag. Modifying and deleting a tag group can be done the same way.
For example, you can create tags for the field of activity, location, language, revenue, etc.
Adding categories is also as simple as that. To modify or delete an existing category, click on its name.
Tip! If you have contacts that you wish to exclude from the contacts list, we recommend adding these contacts to category Ex-client and update your Contacts bookmarks, to exclude this category contacts from them.