When merging contacts, is it possible to have the participation tags merge? I am often merging two d

Rei Champion
Rei Champion Posts: 1
edited July 24 in Sales CRM #1
When merging contacts, is it possible to have the participation tags merge? I am often merging two different people and I want to capture all of the participation tags on both profiles; currently one is overwriting the other.

Answers

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 15 #2

    Hi @Rei Champion !

    At the moment that is not possible, as each Contact can only have one tag at a time; you can preview the result of your merge before going ahead with it by clicking the "preview" button and decide what you want to do.

    As a workaround, I suggest you create a custom multiple-option field that you use instead of labels.

    In any case, I can see how multiple labels per contacts could be useful and I've made sure to forward your suggestion to our team for consideration in future developments.

    https://community.pipedrive.com/user/rei_champion