Retrieving valuable information from memos

[cvdamme]

Hi,

Suppose you are a call center operator or a sales representative and you are making a memo from every contact you have had with contact persons. How can you find valuable information which is stored in these memos? Okay, you will probably answer through the SugarCrm search engine. But does this search engine offer you appropriate search results? In most cases, no, because the user can not indicate the keywords of these memos.

Therefore I think that the introduction of folksonomies can resolve this problem. (folksonomies are ued on websites like http://deli.cio.us http://www.shadows.com )

->How does it work?

- When you have written a memo, you have to give your own keywords or tags which give a good reflection about what the
memo is about. Suppose you have written a memo about the malfunction of a switch in product abc. You choose “switch” and “product abc” to tag the memo.

- The system will automatically search for memos tagged with this combination and will show you all the other tags which are used with “switch” and “product abc” for example: “electric” “disturbance” “power”.

- As a user you can decide whether you are going to add one to your tags or not.
Suppose that the malfunctioning of the switch causes problems with the power, you can say “Yes, I definitely have to
add this one to my memo tags”

The introduction of these tags makes it now possible for retrieving valuable information from memos by searching on these tags. The searching mechanism would allow users to search on tags and based on the entered tags, the system will suggest other tags to improve the search process. This system will allow you finding interesting information in memos very easily....

Therefore I am currently working on a separate php application for the SugarCRM system based on the open source folksonomies plug-in Freetag (http://www.getluky.net/freetag/ ). When users have created a memo in the system they will have the option for adding their own tags or keywords to these memos. I

If you agree or do not agree with my idea...please let me know. I would be very grateful with your response!

Thanks in advance

Celine

[postcarbon]

Hi

I think freetagging is sorely lacking from SugarCRM. Have you had any luck implementing this? We'd be happy to help if we can.

-Mack

[porter235]

freetags! Please. And make em available everywhere on everything!