---
description: Learn about all the details of all our recent CRM updates here.
---

# V5.8.0 - Launch of New Tagging Functionality and Optimization of Clients & Leads Details Tab

#### 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!

## <mark style="color:red;">New Tagging Functionality</mark>

### 1)   Different Types of Tags&#x20;

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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F62AZ7wLyuZUaNE3YDU5l%2F580pt1.png?alt=media&#x26;token=e643757a-641f-4d6b-bf48-28621d82e579" alt=""><figcaption></figcaption></figure>
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&#x20;

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.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FYYOEeKJpQTbxq72YsbZF%2F580pt2.png?alt=media&#x26;token=589cfe03-d717-48b6-b38b-c080289a9d24" alt=""><figcaption></figcaption></figure>

### 3)   Creation of Tags&#x20;

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.&#x20;

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F7pjsLvIIdJrsLWx1b8II%2Fimage.png?alt=media&#x26;token=80b79661-d7af-477a-891e-8cc97fd635eb" alt=""><figcaption></figcaption></figure>
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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FMSmBjsBIkxdPNiZhHLN5%2Fimage.png?alt=media&#x26;token=3ec88b14-42e5-4877-bbfb-a7a85448dded" alt=""><figcaption></figcaption></figure>
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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FGtKqOln400kCVq1H680h%2Fimage.png?alt=media&#x26;token=87aa9ab2-f700-4b35-9fff-e814004e4f2d" alt=""><figcaption></figcaption></figure>
{% 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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FsPA0V9w3syf8lrM7wAQS%2F580pt6.png?alt=media&#x26;token=5c529805-60e8-429d-9a3b-54ae99fdd3ee" alt=""><figcaption></figcaption></figure>
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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FQPr1J1oqcsyNKjeLDq7r%2F580pt7.png?alt=media&#x26;token=4854df13-a17c-4002-8444-a517164fe01d" alt=""><figcaption></figcaption></figure>
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:

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FnVaft9YfmcD20M16zwx7%2F580pt9.png?alt=media&#x26;token=6205aae2-e077-4644-8273-ed920b9ccbe8" alt=""><figcaption></figcaption></figure>

### 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

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FosrpEWA3Rg6BrQYjJm0n%2Fimage.png?alt=media&#x26;token=24e21e80-a934-45a5-9ad3-dccc92a5fe1e" alt=""><figcaption></figcaption></figure>
{% 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

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FWTaQaBwwBRFv6d4Ie8Dy%2Fimage.png?alt=media&#x26;token=717e91c5-e979-4844-bfa4-66c855efb152" alt=""><figcaption></figcaption></figure>
{% 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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FcAolNwiiue3iaqQnxNA4%2Fimage.png?alt=media&#x26;token=4e61a4ca-5524-49ad-8e2a-07e65ecfb4f9" alt=""><figcaption></figcaption></figure>

{% tabs %}
{% tab title="Sorting of Public Tags" %}
Drag and hold the tags to sort.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FdNJUKbNCHkhUqnqnxPBm%2Fimage.png?alt=media&#x26;token=53cbae1d-edcd-4df8-b659-6fdb34a37962" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Sorting of Private Tags 私人标签排序" %}
Drag and hold the tags to sort.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FhMnFZUlJgerG60TbgOBu%2Fimage.png?alt=media&#x26;token=c80119d1-f5df-42bc-a51c-6118c8c47feb" alt=""><figcaption></figcaption></figure>

拖动并按住标签进行排序。

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FucI3bG2oXGh246zrvQQK%2FUntitled%20(69).png?alt=media&#x26;token=e687590b-fd63-4535-a4aa-4cd2d6d70d18" alt=""><figcaption></figcaption></figure>
{% 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”\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FkRbEVZi9y3GBVJM4P3iO%2Fimage.png?alt=media&#x26;token=f697004e-12cd-49d6-84c1-a00409fb4435" alt=""><figcaption></figcaption></figure>
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.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FNMLCQa4MPURcq9PwOuIS%2Fimage.png?alt=media&#x26;token=e398f971-028c-4597-9a25-e4184607323f" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Private Tags " %}
1. Select “New Tag”
2. Select the “…” icon on the tag you wish to delete
3.  Click “Delete”

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F9OqSdufVFTIIISxcwUp0%2Fimage.png?alt=media&#x26;token=92adfaa5-f836-432f-b9be-6b41c441e527" alt=""><figcaption></figcaption></figure>
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.\


    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FG1Xj4TB75uUhbJMK2cA7%2Fimage.png?alt=media&#x26;token=2e24c14c-6a12-4ae6-9d13-a08f19eca618" alt=""><figcaption></figcaption></figure>
{% 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.

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2F1kUXrdxg3ZPQ8xICe9Ks%2FUntitled%20(73).png?alt=media&#x26;token=4fcb36ed-2901-4189-aece-e61d1f3f9b41" alt=""><figcaption></figcaption></figure>

## <mark style="color:red;">Optimization of Clients & Leads Details Tab</mark>

### 1)   Clients Details Tab&#x20;

There is now a new tab called “About Customers”. It displays the information previously found under the Client Name.

Previous:

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FVmCZjI4oGJxtfIOZueKM%2F580pt18.png?alt=media&#x26;token=2edbde8f-e08d-428e-8775-06020137a0d8" alt=""><figcaption></figcaption></figure>

New:

<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FvEllZn50h4myGn7Xcp3V%2F580pt19.png?alt=media&#x26;token=83161bdb-e3d1-49c1-b021-c7316c1bb011" alt=""><figcaption></figcaption></figure>

### 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.

    <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FIosR7oIrXKVajv2BLntf%2FUntitled%20(76).png?alt=media&#x26;token=6ee92245-7552-49a7-a242-d60d30b42235" alt=""><figcaption></figcaption></figure>
2. You can now set the following permissions for Leads module too:
   * Update Owner
   * Update Participants
   *   Update Lead Status

       <figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FZXrR79jiR04OAngtlEfc%2Fimage.png?alt=media&#x26;token=239049e6-f7f6-4459-be87-a917a88b6126" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Leads Information" %}
<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FbKbf5v0ZD95RmkOdIwoU%2F580pt22.png?alt=media&#x26;token=df1b3754-4316-437c-89d6-9a9cfeb22484" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Lead Conversion" %}
<figure><img src="https://2882407036-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FtcPc3eNiDR0XV3sykf6H%2Fuploads%2FF09zpo3NkD7fW2x4jJgj%2F580pt23.png?alt=media&#x26;token=b99cc66a-4690-43f1-b7eb-d23350ceb4ba" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}
