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Description
Product description
Mass tagger for Creatio allows you to add or remove tags on several records simultaneously.
Use cases:
It is very useful for Marketing user who want to share targets using tag to identify the contacts. Then Marketing user can use the Advance search and tag contacts from the result list.
Key features:
Add and remove tags on several records simultaneously;
Notes:
- For proper use of this add-on, be sure to add tag functionnality on the desired section object.
- By default, this feature is installed only for the contacts, but can extended to any available sections.
Languages
Pricing
Price
Free
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
To keep this app free of charge support is provided only by email.For requests and inquiries, please, use Supporrtpf1@processfirst.fr. Cases will be handled by ProcessFirst. Corrections and improvements to be provided in the latest package of support.
Support contacts
Email
supportPF1@processfirst.fr
Installation
Product compatibility
Product
All products on Creatio platform
Version
7.14 and up
Platform
.Net Framework
Deployment options
Cloud
On-site
Guides and manuals
1. Extend to sections. Go to "System designer" > "Lookups" > "Multiple tag entities". Add a new lookup value with the section schema name. Save changes.
2. Add or remove tags. Go to the "Contact" section, select multiple records. Press the "Action" button and choose the "Tag/untag selected records" action. Select a tag to add or remove it on the selected records.
It is activated in the "Action" button after having select records in a list.
Feedback
Type
Compatibility
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