CRM allows a 'person tag' to be deleted from the list of available tags, however the 'code' associated with the tag still exists in the back end of CRM. i.e. The code will stay with the person's profile even though it's not visible.

CRM allows us to re-use these codes which is not good. If you do re-use a code when setting up a new tag, anyone with the 'previously deleted tag" will also be tagged with the new one. Unless CRM comes up with a way that once a tag has been deleted that the code is also deleted or is flagged and can not be re-used (like it is when you set them up), users need to access a list of the "used" codes.

Dawn

by: Dawn K. | over a year ago | Reports / BI