Centerbase offers the option to have tagging fields. These fields easily let you see and modify the items of a given type that are linked to it. This can be used for things like setting multiple codes on an item.
There are some things to keep in mind with tagging fields:
- It must start as a text field. If you want a tagging field to be added, first go into the Windows Admin Tool and create a text field for it.
- You can only have one tagging field of each type. Fundamentally, a tagging field just shows you what items of a given type are linked to it and gives you an easy way to add/remove them. This means if I wanted to tag contacts on a matter, I could only have one tagging field for contacts. This is why tagging fields are usually used for custom item types like Matter Codes or Practice Areas.
- Lookup fields can interfere with them. As stated previously, tagging fields just show what items of that type are linked to them. If you have both a tagging field and a lookup field of the same type, setting the lookup field will also usually tag that item as well (which may or may not be what you want). Once again, this is why tagging fields are usually used for custom item types like Matter Codes or Practice Areas.
- Contact Centerbase to turn them on. Once you have created your text field, have an appropriate item type to tag, and (if applicable) have imported/linked items together, you can contact Centerbase to convert your text field into a tagging field. Make sure to let them know
- The Centerbase database this is for
- What text field(s) to convert to tagging fields
- What item type to tag in each.
Centerbase will convert the text field to a tagging field and populate it with the items that are linked to the record. If you have Centerbase enable the tagging field before data is imported, you will need to not only import the items as linked, but also import a comma-delimited text of items into the tagging field (ie. Client, Victim, VIP)