I should be able to add, search, sort and report by tag
A
AmandaBrewster
Tags have been around for years and I should be able to add multiple tags to a booking, and then be able to search, sort, filter and generate reports by tag. This eliminates having to get ISN to make code changes and/or to have an admin try to standardize across franchises or even many companies, which isn't feasible. Tags make software valuable to users quickly, and avoids inflexibility of standard software, or having to go through some sort of admin role.
ISN Product Management
Hiya AmandaBrewster, thanks for this post! I have a few more questions for you:
- Can you provide examples of the types of tags you would like to add to a booking?
- What specific information would you like to see in reports generated by tag?
- How would you envision the search and sort functionality working with these tags?
A
AmandaBrewster
ISN Product Management here's some thoughts
- I might want to add tags to identify referral sources, either by industry or by name, so I can get data to help me focus my investments. I might want to identify the type of property eg rural, urban, square feet, age so I can learn about/refine my pricing, and the types of customers I have had (trends?). Maybe I want to tag good/bad customers so if a referral comes in and it was from a previous problem or fantastic customer maybe I should know that. Maybe I want to tag customers for marketing initiatives eg 2024 Google review request or 2024 End Year Thank you coffee card. Tags allow people to flexibly enter data, and for companies to learn what's important to their teams about data entry and reporting. Needs come up that weren't there previously eg new building code or local reg change that spurs business and I should be able to start tracking the data whenever needed
- See response to #1 for just a few top of my mind ideas
- Add a tag field to every report where tags are available on data entry screens. Users can choose to include the tag field or not. Where users have multi tagged, show all the tags in the UI in report preview mode, ideally allow multi select filtering by tag in the UI, and dump all the tags into a single cell in a spreadsheet type of report for offline filtering. Companies that don't use tags won't sort, filter, report by tag.
thank you