mass editing labels or custom fields with multiple options

Michiel
Michiel Member Posts: 2 VERIFIED MEMBER
Fourth Anniversary Photogenic
in Sales CRM #1

If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want to add a tag to say 1000 contacts, you can only REPLACE ALL the existing tags/labels of each contact, but not add one (or remove one).

Is there a workaround for this? Or am I missing something.

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Comments

  • Paultaylor
    Paultaylor Member Posts: 8 VERIFIED MEMBER
    First Comment
    #2

    A bulk edit option for tags or labels without replacing existing ones would be really useful! Unfortunately, Pipedrive currently only allows full replacements. A possible workaround is using automation or external tools like Zapier to modify tags without overwriting them. Hope this gets improved!

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 229 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #3

    Hello,

    Even though we currently do not have a default way to retain the old values of a multiple option custom field when updating it, one possible workaround would be for you to trigger an automation when the multiple option field is updated; you will have the automation add both the current and the before value to the field. I can share an example here:

    screenshot-2024-10-11-at-17-09-54.png

    If you are using bulk editing however, please be aware of the Automations: frequency limits which could affect your automations and Pipedrive performance.

  • boneal
    boneal Member Posts: 13 VERIFIED MEMBER
    Name Dropper First Comment
    edited March 13 #4

    @Tony Xavier We have this issue constantly. Due to frequency limits (we bulk edit 100 - 500 contacts/persons at a time), we have to export all persons before a bulk change, export all persons after, then just join and unionize the list. This works, but it is much more complicated. Any plans to solve this in the future?

    And for this automation, if you just want to remove 1 option, it breaks the process. This automation only works for adding, right?

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 229 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #5

    Hi @boneal,

    With a larger number of contacts/leads/deals, etc., export them along with their respective IDs and the Label column to then make edits to labels through the spreadsheet and import them back. (a guide here)

    Since you have the IDs in the file, it will prevent any duplicates, and it will help to update labels for a large number of data at once.

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