Custom field Tags - add in dialog?

Scott Kay
Scott Kay Posts: 8
Second Anniversary First Comment Photogenic
edited July 24 in Business Talk #1

I use Pipedrive for customer management as well as sales.

I used to have multiple fields, but now find a Custom Field called Tags useful.

My question: Can I allow people to add additional tags (doesn't seem like you can).

I know you can do this with Loss Reason - is there any other workarounds/way I could do this with tags (that has multiple options?)
Thanks!

Tagged:

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 29 #2

    Create a custom field that can take multiple choices, instead of a single choice.

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #3

    Hi @Scott Kay you can indeed set up a multiple option field, but then an Admin user still has to set up the options in advance. The only way to have users free form enter options is to have a user "text" or "autocomplete" type of custom field.

    You can then still use filters to filter out data that "contains" a specific keyword you're looking for. But since it's freeform there's also more chances for your team to cause data inconsistency if they use a different naming convention.

  • Scott Kay
    Scott Kay Posts: 8
    Second Anniversary First Comment Photogenic
    edited April 29 #4

    Hi Mike

    Thanks very much.
    I'm the main user for pipedrive (i.e. my staff are outsourced so don't have the direct contact with the client)

    So for my usage, I think I'll have a Tags (multiple option) - which has all my preset tags. 
    THen Also a Tags Text field where I can enter keywords - for filtering.

    I also have a key info field as well - where I put any key info that you'd usually have as a pinned note.