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Advanced Tag Management: Global Search and Categorization#2717

As our contact databases and automations grow, the current tag management system becomes difficult to navigate. The lack of a search function within the tag selection menus and the global tag list leads to significant friction in the daily workflow.

I am requesting a comprehensive update to the Tag Management system to include:

Integrated Search Bar: A real-time search field in every “Add/Remove Tag” menu (within contacts, automations, and filters) to find tags instantly without scrolling.

Global Tag Manager: A dedicated dashboard where users can view all existing tags, see how many contacts are associated with each, and perform bulk actions.

Tag Merging and Renaming: The ability to rename a tag globally or merge two similar tags into one without losing contact data or breaking existing automations.

Cleanup Tools: A feature to identify and delete “unused tags” that are not currently linked to any contact or automation, keeping the CRM organized.

This enhancement is vital for maintaining control over lead segmentation and ensuring that our marketing efforts remain precise and scalable.

3 months ago