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Customer experience | Sales, Customer Insights,...
Suggested answer

Is it possible to bulk tag a number of contacts?

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Posted on by 24

Im looking to add a tag to multiple members at once so I can sort through who has received packages from us. Is this possible to do in contact view? 

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  • RachelSroy Profile Picture
    24 on at
    RE: Is it possible to bulk tag a number of contacts?

    Thank you,

    Im not able to filter for customer tags and im not able to add it as a column to export to excel unfortunately. Is there any other way to bulk tag people?

  • Suggested answer
    Abdul Wahab Profile Picture
    12,104 Moderator on at
    RE: Is it possible to bulk tag a number of contacts?

    Hi RachelSroy,

    In other words, you want to allocate a value to a column... 

    Yes, this is possible if the column exists in the main form. You can use the Edit button after selecting records.

    pastedimage1666868928265v1.png

    If the column exists in the view then you can use 'Open in Excel online' button

    pastedimage1666868999300v2.png

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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