Let’s Talk About Tags

  • Tags gunk up CRMs — you add them in the moment, forget about them, and then a year later you have 70 different tags and you forgot why you were using them.
  • You also can’t trigger workflow rules based off tag update (although they can be a condition for the workflow rule).
  • They’re also weird to update via API (you can’t do them using a default zoho.crm.updateRecord), you have to use the Record Tagging API.
  • If you use them correctly, they can work toward building decent Analytics reports.

You’re fine to use them — just be careful!