3.6
3.6 (5 ratings)

Mass tagger for Creatio

Allows to tag and untag multiple records in one single operation.
Add-on
Application type
On-site
On-site deployment
Cloud
Cloud deployment
    Product 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
    Support conditions

    To keep this app free of charge support is provided only by email.For requests and inquiries, please, use Support@processfirst.fr. Cases will be handled by ProcessFirst. Corrections and improvements to be provided in the latest package of support.

    Price
    Free
    Product compatibility
    Product
    All products on Creatio platform
    Version
    7.14 and up
    Platform
    .Net Framework
    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.

    Leave your feedback about the solution to its developer and Marketplace team