If a particular record holds a lot of importance, you can make it stand out from the list of other records. You can simply tag a record, and view it in Tag Cloud home page widget
Follow few simple steps to tag desired record
- Click desired module(Eg: Leads, Contacts, etc)
- Click on desired record
- In the detail view of that record, click on Tag Cloud label in the left side
- Provide unique name in the text space
- Click Tag this Record
The list of all tagged records can be viewed in Tag Cloud widget in Home page.
Points to remember!
- You can’t provide same tag label to same record while different tag labels to same record are accepted
- Interestingly, when multiple records are tagged with same label, the tag in Tag Cloud widget grows bigger
- By clicking on a tag you can view all the records that were tagged under it