Liebes Civi-Team,
was ist der Unterschied zwischen den Tags und den Gruppen? Wie wäre es ratsam, diese einzusetzen?
Viele Grüße
Kerstin Krupp
Dear Civi-Team,
what is the differencer between tags and groups?
Best, Kerstin Krupp
5
both tags and groups are ways to segment contacts. There are a few differences:
Tags - can be used for contacts, activities, cases and attachments - quick to add, easy to use and find - you can not extends tags with custom fields AFAIK - easy to spot on the contact summary (if you do not use too many) - can not be used to create a segment of contacts for a bulk mailing
Groups
- can be used to segment contacts only
- can be extended with custom fields
- can be used for Bulk Mailing and ACL's (fine grained permissions), scheduled reminders and subscribe/unsubscribe
- you can also create smart groups (check https://docs.civicrm.org/user/en/latest/organising-your-data/smart-groups/)
You can read a little more on https://docs.civicrm.org/user/en/latest/organising-your-data/groups-and-tags/ and I would recommend you play a little with both to discover what would be the best alternative for your specific need.
And a little remark at the end: although there is a CiviCRM Core Team most of the posts on this forum are answered by community members :-) I get the impression from the "Civi-Team" you are expecting a big team of people employed by CiviCRM answering these questions :-)
2
TAGS:
- You can not create Tags for use with specific types of contacts (i.e. you can't create tags that are ONLY for use with Individual contacts)
- When you export Tags, all Tags assigned to a record are exported in a single "cell" as a list (e.g. "Teacher, Volunteer")
- Tags allow multiple selections - so they may not be appropriate for mutually exclusive characteristics (e.g. "Democrat", "Republican", "Green Party")
- You cannot selectively hide or permission Tags on built-in or Profile create and edit forms (you get ALL Tags ALL THE TIME on edit forms)
GROUPS:
- All existing Groups are listed under Manage Groups and in the search forms. - This may cause group "overload" if your organization winds up with "too many" Groups.
- Groups used for short-term projects should be "purged" when they're no longer needed
- When exporting contact records, all the Groups a contact belongs to are exported as a single comma-separate list (e.g. "Administrators,Newsletter Subscribers")
