The Tags / Categories Module in MokoCRM allows you to classify records across modules using flexible, user-defined labels and hierarchical categories. It enhances search, filtering, and reporting by enabling you to group and segment data such as customers, products, projects, and documents for better organization and retrieval.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Tags / Categories - Click Activate
- Optionally enable module-specific tagging (e.g., Third Parties, Products, Events)
🏷️ Creating Tags and Categories
- Go to Home → Setup → Dictionaries → Tags/Categories
- Choose the target module (e.g., Customers, Products, Projects)
- Click “New Category” and enter:
- Label (e.g., VIP, Perishable, Internal Use)
- Parent category for nested hierarchies (optional)
- Color or icon (optional visual cue)
- Save to make the category available for assignment
🧩 Assigning Tags to Records
- Open the target record (e.g., a third party, product, document)
- Use the Tags/Categories tab or dropdown field
- Select one or more tags from the available list
- Save changes to apply classification
🔗 Integration With Other Modules
- CRM: Tag contacts by industry, priority, or relationship type
- Products: Categorize items by usage, brand, or shelf life
- Projects: Segment by department, funding source, or region
- Documents: Classify files by confidentiality or document type
📊 Filtering and Reporting
- Use tags to:
- Filter lists in each module view
- Segment reports by tag or category
- Group exports by classification
- Search for records using tag keywords
📌 Best Practices
- Use clear, descriptive labels for each category
- Avoid redundant or overlapping tags
- Standardize tags across teams for consistency
- Review and clean up unused or outdated tags periodically
- Leverage hierarchical categories for structured data classification