Enhanced Contact Tag Management Experience

Modified on Fri, 15 May at 5:41 AM

We’ve improved the tag management experience in the Contacts module by introducing double confirmation for adding and removing tags. Previously, selecting or deselecting a tag would instantly apply the change and could unintentionally trigger workflows. With this update, users now have more control and can confidently manage tags without accidental workflow executions.

What’s new?

Added an
Apply
button for tag changes
Added a
Cancel
button to discard unintended changes
Introduced double confirmation for both: adding new tags and removing existing tags
Prevented accidental workflow triggers caused by unintended tag updates
Improved overall safety and accuracy while managing contact tags

How it works?

Open the tag dropdown for a contact
Select/deselect the tag(s) you want to add/remove
The
Apply
button becomes active
Click
Apply
to confirm the adding/removal of tag(s)
Click
Cancel
if you do not want to proceed

This additional confirmation step ensures that workflows are triggered only after intentional tag updates.

What’s next?

We’re continuing to enhance the tag management experience with upcoming improvements, including:

Tag categories for better organization
Tag colors for improved visibility and identification
Category and color visibility directly inside the tag dropdown
Selected tag counts displayed for each category

These enhancements will make tag management more intuitive, organized, and scalable for growing businesses.