Tagging Taxonomies
The idea comes from the desire to add contacts to multiple groups and then search invoices from contacts who are in Group "A" and in Group "B".
However, I think more broadly useful is an entity tagging system. A contact/invoice/etc could have user defined tags.
Search tools (contact search/invoice search/etc) could be improved by allowing for results from the intersection of multiple tags. (See Elasticsearch)
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Hi Evan, is your organisation using Tracking at present? If not this may be a possible system for tagging that you could set up and use to keep a track and monitor for different parts of your business.
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Evan Soikie
commented
I was not aware of this feature, I will explore it. Thank you.