I think I do have a near-solution to this issue.
- I did add a Custom Field to both Contacts and Companies called “Tags”.
- I populated that single field for each given Contact with any of the schools we had spoked at over the past 5 years (basically, the tag looked like “2018 - Denver”)
- As everyone already knows, the Search box in Contacts does not search that column, and with multiple tags, you really can’t sort it either.
SO…
- I went into Lists (bottom of stack below Companies and Contacts).
- I created a list called “School Attendees”
- I set it up as an Active List so it would keep capturing updates
- I selected Contact Properties and chose the custom “Tags” field from the list of all available Contact fields
- And then for the query I chose “Contains Any Of” and picked 2 of the school tags I had entered into that custom Tags field on Contact records (e.g. “2018 - Denver”)
- Then I hit “Save” in the upper right corner of the screen.
- Since it is Active and dynamically looking for updates, it took a little while to build (20 seconds? not instantaneous)
Voila - there it was - I had effectively built an active filter list for Tags.
- I set up a different list for Companies to ensure I could do the same thing - which it did to some degree - but as someone else pointed out, you can’t see the Contact tags for the Associated Company (nor is Associated Company sortable even if it is on the list).
So, while this isn’t exactly what I wanted, it is a LOT closer to having the ability to use Tags in some rudimentary way… and I didn’t have to burn up the very limited “10 Custom fields” allowable.
I hope this helps any of you who have posted above.
But let me say that while I’m happy I have this capability, I too want to see TAGS capability added to Companies and Contacts so I don’t have to go through this process.