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Filter by tag

Drill down into your data using the tag clouds found throughout Current RMS.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Tags are a great way to categorize and filter data in your Current RMS system. Once you’ve set up tags, use the tag clouds throughout Current to filter.

Where can I see the tag cloud?

You can access the tag cloud from all of the main screens in Current RMS:

Get started

To open the tag cloud, click through to one of the main pages listed above and click the tag icon at the top-right. 

All of your tags will appear. Click on a tag to see all matching results. Drill down further by opening the tag cloud again, then choosing other tags. Current will show you all records that match.

Tags in the picker

If you’ve tagged your products, you can also search by tag in the picker on an opportunity. 

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