by Urdhva Tech

Fed up of not being able to find important clients? Tag them! This plugin allows you to tag your records to identify them instantly. Color coded tags make it even simpler to catch them. Through Tag Management for SuiteCRM, the user can handle large amounts of records with similar attributes or types. The user can also easily find any contents, important customer, important notes etc. through appropriate tagging.

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#5295 - merge does not work

Open Bug? created by crmspace GmbH Verified Purchase 2 months ago

Hi, we put our tag field to the list of fields that are shown while merging records, but we noticed that: - tags are not displayed, but shown as plain text - only the left-hand tag is displayed, the tag from the "right" record is not shown at all - it seems not to be possible to select which tags to keep/remove

is the tagme-addon incapable/not designed to be used while merging records (if so, is that something on your roadmap)? Or is this a supported feature and our installation isnt complete?

thanks in advance!

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 months ago

    Hi,

    Thank you for getting in touch, and sharing suggestions. Presently Tag-me is not designed for merging records screen. So only present work around would be to merge the record and then remove tags. I will keep this request noted and pass it to the Dev team.

    Thanks, Team Urdhva Tech

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