Feature review: Improved tagging
In Bisnest, you categorize data by tagging it. We've also added the ability to add colours to tags to given you better visual cues. These colours we then use throughout the UI in various places, as you can see from this picture above where the colour is used on the companies that are tagged with different coloured tags.
Create tag scopes
This is all great and useful, and our customers seem to enjoy the colouring quite a lot, but when you use tags for everything, you will have a lot of tags, and you may end up tagging a company with a tag that actually was not supposed to be used for companies.
That's why we'll introduce the ability to scope tags to certain kinds of data, meaning that you can specify that a tag should only be used with companies and contacts, but not with activities, or you can create a set of tags that are used just with your activities.
If you don't associate a tag with any kind of data, then that tag will be a neutral tag, and is free to use with any kind of data.
Examples of tag scopes
To given you a better understanding of what you can do with tag scopes, below we've listed a few examples of tags and what kind of data you can use them with. Please note that these are just examples. In Bisnest, you can tag practically any kind of data, with either scoped or neutral tags.
You usually want to classify companies by the role they have with your business. For this purpose, tags like Customer, Prospect, Vendor and Strategic Partner are quite common. If you are working globally, you might also want to tag a company with the business region it is active in, so EMEA, APAC, Benelux or other business regions might be tags you'd normally associate with companies.
One very common way to categorize contacts is to do so by their roles they have in the companies they work for, for instance Managing Director, Account Manager or Technical Expert, just to mention a few.
Companies + Contacts
You can also have tags that are scoped to multiple kinds of data, for instance, you can have a set of tags that you share with companies and contacts. This could be a set of tags that specify the field of industry that the company or contact is active in, for instance Retail, Logistics, Healthcare, Manufacturing or Telecom.
With these tags, you might then have a company that is tagged with Customer, Benelux and Logistics, and a contact with Managing Director and Logistics.
Many times we've gotten the question "how do we separate different kinds of activities like calls, emails or meetings?". We still believe that it should not matter how you've discussed something, or where you've agreed on something. The most important thing for small businesses is that you have it written down, and that your colleagues have an easy way to find it. Activities in Bisnest act like a log book, where you log anything that you feel is important for you and your colleagues to remember in the future.
Having said that, we understand that some companies might have a stronger focus on different kinds of activities, which is why you can also use tag scoping with activities to create tags like Call, Meeting, Email and RFP, and use these tags with just activities.
By creating tag scopes, you have a very powerful and flexible, yet very simple, way of categorizing and classifying just about any kind of data that you store in Bisnest, and by colouring your tags, you get a very quick and easy way of finding what you are looking for and get an overview of your data with just a glance.
Tag scoping will be included in the final product when we release the first version, and is available in all modules and for all kinds of data that support tagging, which is just about any kind of data.