> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-version-release-notes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-version-release-notes/v5.8.0-launch-of-new-tagging-functionality-and-optimization-of-clients-and-leads-details-tab.md).
# V5.8.0 - Launch of New Tagging Functionality and Optimization of Clients & Leads Details Tab
Learn about all the details of all our recent CRM updates here.
#### Released Date - 2 Nov 2022
In this release, you can now add tags to your clients and leads to provide a comprehensive overview of their profile and status. Customize your own tags, color code them and allow your team to understand all account profiles at a quick glance. Optimizations have also been done to clients and leads details to enhance readability of data. Read on to find out more!
## New Tagging Functionality
### 1) Different Types of Tags
1. There are 2 different types of tags available:
* Public Tags: These are tags that are more commonly used across all clients and leads, which you can standardize and apply across all clients and leads. For example: “High Risk Client” “Low Risk Client” “Algo Trader”
* Private Tags: These are tags that are more specific to a certain client / lead situation and are generally less applicable to other clients and leads. For example: “Bank Account Closed Recently” “Partner of ABC Company”
2. Tagging your clients and leads will allow you to have a comprehensive understanding on their profiles at one glance.
3. Each client / lead can have up to 30 tags. However, only up to 5 tags will be displayed in the clients / leads page.
### 2) Permissions
For both Clients & Leads, there are the following added permissions:
1. Manage Lead / Customer Labels: Users will be able to:
* View tags on clients and leads
* Add pre-existing tags to clients and leads
* Delete tags from clients and leads
* Drag and sort tags
2. Set Private Tags Users will be able to create new private tags.
3. Set Public Tags Users will be able to create new public tags.
### 3) Creation of Tags
The tags created for clients and leads are not the same. You will be able to setup specific and separate tags for clients and leads.
{% tabs %}
{% tab title="Public Tags" %}
1. To add a new public tag, select the Settings Button, followed by the “+” icon.
2. Key in the name of the tag and click “Enter” on your keyboard. The tag can have a maximum of 50 characters and cannot be repeated with existing tags.
3. The tag is now created, and you can tag it to your client / lead by clicking “New Tag”. If the client / lead already has 30 tags, you will not see the “New Tag” button.
{% endtab %}
{% tab title="Private Tags " %}
1. Click onto “New Tag”. If the client / lead already has 30 tags, you will not see the “New Tag” button.
2. Key in the name of the tag and select “Create”. The tag can have a maximum of 50 characters and cannot be repeated with existing tags.
3. Upon creation, the tag will automatically be added to your client / lead.
{% endtab %}
{% endtabs %}
### 4) Removing of Tags from Clients / Leads Profile
To remove a tag from your client / lead profile, simply click onto the “x” button:
### 5) Changing Color Code of Tags
{% tabs %}
{% tab title="Public Tags " %}
1. Select the “Settings” icon
2. Select the “>” icon for the tag you wish to change color for
3. Select your preferred color choice
{% endtab %}
{% tab title="Privte Tags" %}
1. Select “New Tag”
2. Select the “…” icon beside the tag you wish to change color for
3. Select your preferred color choice
{% endtab %}
{% endtabs %}
### 6) Sorting of Tags
1. Public and private tags are segregated by a line.
2. By default, public tags are shown on top and private tags are shown below.
{% tabs %}
{% tab title="Sorting of Public Tags" %}
Drag and hold the tags to sort.
{% endtab %}
{% tab title="Sorting of Private Tags 私人标签排序" %}
Drag and hold the tags to sort.
拖动并按住标签进行排序。
{% endtab %}
{% endtabs %}
### 7) Deletion of Tags
{% tabs %}
{% tab title="Public Tags " %}
1. Select the “Settings” icon
2. Select the “>” icon for the tag you wish to delete
3. Click “Delete”
4. There will be a pop-up notification to inform you that deleting a tag will remove the tag from all clients and leads profile.
{% endtab %}
{% tab title="Private Tags " %}
1. Select “New Tag”
2. Select the “…” icon on the tag you wish to delete
3. Click “Delete”
4. There will be a pop-up notification to inform you that deleting a tag will remove the tag from all clients and leads profile.
{% endtab %}
{% endtabs %}
### 8) Filtering of Clients / Leads based on Tags
1. You can filter the client / leads based on the tags.
2. You can indicate more than one tag in your filter. The search results will show all clients / leads that have either one of the tags.
## Optimization of Clients & Leads Details Tab
### 1) Clients Details Tab
There is now a new tab called “About Customers”. It displays the information previously found under the Client Name.
Previous:
New:
### 2) Leads Details Tab
The leads details are now segregated into 3 different tabs:
{% tabs %}
{% tab title="About Leads" %}
1. You can now tag the Owner and Participants for each lead.
2. You can now set the following permissions for Leads module too:
* Update Owner
* Update Participants
* Update Lead Status
{% endtab %}
{% tab title="Leads Information" %}
{% endtab %}
{% tab title="Lead Conversion" %}
{% endtab %}
{% endtabs %}
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