Streamlining Tag Management for Contacts
Adding tags to contacts can often be a tedious task. Instead of selecting tags one by one for each new contact, we should have the ability to copy tags from a previous contact and simply paste them onto the new one. This would significantly streamline the process and save time, especially when managing multiple contacts with similar tagging requirements.
Both in when adding new contact or if you are editing a previous contact.
I will automate it to be triggered from the tag. This is custom and fast.
Danijel Salijevic what if you are adding the contacts manually?
In your contacts list you can select the all contacts list and perform this in bulk. https://fluentcrm.com/fluentcrm-2-5-7/
Ryk Melck Yes, that is an option, and I’ve been using it. However, the tags often vary depending on the type of customer. For instance, if the client’s business is in cleaning services, the tags will differ from those used for a managed services provider.
Ryk Melck Yes, that is an option, and I’ve been using it so far