Assigning multiple labels to an org record

Karina Davies

I wish to assign multiple labels to a single organisation record (that org may be a customer, VIP and have an open support issue, for example) - however I cannot change the label field from a single select option to a multi-select - this would be really really useful!!

Any way to amend this or plans to allow this moving forward?

Nicolas Meier

Thanks, Karina, for your post. I asked PD for this already a year ago. No answer so far. Good that you increase the pressure. 

 

 

Edie Mew

Hi @Karina Davies you are correct you cannot assign multiple labels, however, you could use a custom field to identify the organisation as a customer (if you have suppliers in your database). 

Looking at your message I have some further suggestions: 

Org being a VIP - you could use Labels for this

Support Issue - have you considered another Pipeline for this? If there is a separate workflow/process for any Deals which have support tickets, another Pipeline may help with the organising of the Deals and pushing them through the process to achieve a resolved support issue

I hope this helps. 

Karina Davies

Edie Mew said:

Hi @Karina Davies you are correct you cannot assign multiple labels, however, you could use a custom field to identify the organisation as a customer (if you have suppliers in your database). 

Looking at your message I have some further suggestions: 

Org being a VIP - you could use Labels for this

Support Issue - have you considered another Pipeline for this? If there is a separate workflow/process for any Deals which have support tickets, another Pipeline may help with the organising of the Deals and pushing them through the process to achieve a resolved support issue

I hope this helps. 

Thanks Edie, yes I'd read a suggestion about using custom fields on a similar post. We'd prefer to use the label feature as the visible colours are really helpful to make something instantly identifiable at a glance, however will see how it goes as may have to do it that way moving forward.

Regarding using a separate pipeline for support issues, this wouldnt really be an option for us, we use a separate (for the time being) software for managing support issues, we just want a quick, highly visible way of identifying who has an open support ticket in CRM, rather than PD being the place we actually manage it, if that makes sense.

Not sure why they locked the labels down to single-select, seems like it would be fairly simple to enable the option to change it to multi-select so users had the option...

Appreciate your response.

Karina Davies

Nicolas Meier said:

Thanks, Karina, for your post. I asked PD for this already a year ago. No answer so far. Good that you increase the pressure. 

 

 

Ah that's a shame, seems like it could be pretty simple to just enable users the option to switch it to a multi-select option! Fingers crossed they can/do in the future.

Boris Tsibelman

Use a custom field instead of a label -- a lot more powerful!