Any new, improved Phone Note scripts or templates?

Thanks @Greg_Jones and @korm !

I think I got it, but just to make sure I’m going to outline the steps I’ve taken (just to make sure I haven’t found anything up or created redundancies that will bite me later)…

The Setup
-Unchecked the “Exclude Groups from Tagging” option in my DB properties
-Created the following sample tags (for experimentation purposes): dude, man, guy
-Created the following sample groups (again, just for experimentation purposes): The Dude, The Man, The Guy – these groups are in yellow; not the standard blue color
-Open the “Get Info” box for each of the nearly created groups, and fill the tags section with the corresponding tag (e.g., “dude” tag goes into “The Dude” box, etc.).

The Execution
-Go to app that has “Save As…” function. In this case, I’ll use Word (need to save pennies to get Ulysses III, @korm :wink: )
-In my case, I save to (with) the folder script that @korm created (a brilliant little script) and @devananda updated: [url]Global Inbox workflow - #10 by khw] – this pops open the group selector and allows me to place my file directly into the database and group where I want it to go. [NOTE TO DTP: This should be a part of the software!]
-But before I save the file into my database and group… In the “Tags” field of the “Save As…” dialogue box, I create or select the additional groups where I’d like the file to be replicated (e.g., if I want file “Duderino” to appear in “The Man” or “The New Guy” groups, I create or select those tags accordingly in Tags section of the Save As… box)
-Then, thanks to the help of the aforementioned folder-script, I select the database and group where I want the file to ultimately reside (e.g., “The Dude” group), realizing that it will also be replicated to “The Man” or “The New Guy” groups

So, upon reviewing this I think I just got my wires crossed w/ the relationship between tags and group names, and was including tag names instead of group names in the Tags field of the Save As… box. I guess I thought that the actual tags directed a file into a group and/or one could only put actual Tags in the tags field of the Save As… window. Hence the confusion there.

Quick questions…

Now that I have clearer sense of how this comes together, it seems to me that the step of adding corresponding tags to groups (e.g., the creating and putting a “dude” tag into “The Dude” Get Info box) is unnecessary. Is that correct?

@korm mentioned that

Just wondering if there’s a quick explanation for the functional benefits of doing this.

Thank you so much guys, and thanks for dealing w/ my confusion… Really appreciate all of your help – again!