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Tags: Organize Anything Your Way

Swifty Team Feb 24, 2025 2 min read

Structured fields are great for the things you know in advance. But business data always has dimensions that resist neat categorization — informal groupings, project-specific labels, cross-cutting themes that appear across multiple object types.

Tags handle these cases with minimal friction.

Tag Anything

In Swifty, tags can be applied to any record of any type. A customer, an order, a project, a document — they can all share a tag called "Priority Account" or "Pilot Program" or "Seasonal."

Tags are freeform: you create them on the fly as you apply them, without defining them in advance. The tag exists as soon as you use it.

Find by Tag, Across Everything

The power of tags reveals itself in search and filtering. Filter a customer list by tag "Enterprise Prospect." Filter a project list by tag "Internal." Filter across any object type for records tagged "Quarterly Review."

Tags let you cut across your data in ways that structured fields can't — because not every grouping is known when you set up the data model.

Consistent Labels

Because tags are shared across records, applying the same tag to a customer and their related orders and contracts means you can find everything associated with a specific initiative, campaign, or category with a single filter.

That cross-record consistency is what makes tags genuinely useful rather than just decorative.

Color-Coded for Visibility

Tags in Swifty can be assigned colors, making them visually distinctive in list views and detail pages. A quick scan of a list shows which records belong to which informal groupings — without having to read every tag value.

When to Use Tags vs. Fields

A useful rule of thumb: use structured fields when every record of that type has a value for that dimension. Use tags when the categorization is ad-hoc, cross-cutting, or applies to only some records.

Together, fields and tags give you both structured precision and flexible extensibility.

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