Mass tagger for Creatio allows you to add or remove tags on several records simultaneously.
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.
Add and remove tags on several records simultaneously;
- 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.
Price and support
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.