mass editing labels or custom fields with multiple options
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.
Comments
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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!
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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:
If you are using bulk editing however, please be aware of the Automations: frequency limits which could affect your automations and Pipedrive performance.
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