CRM OR vs AND 'with Tag' search function HELP!!!

Your ideas on the improvement of CRM module.

CRM OR vs AND 'with Tag' search function HELP!!!

Postby jvolkman » Thu Nov 29, 2018 5:41 pm

Please add necessary functionality to the CRM search with the option to add more than one 'with tag' dropdown in the search bar.
The single 'with tag' functions as AND only which allows us to choose as many tags as desired but will only populate Contacts containing every one of the selected tags.
Simply adding the ability to add more than one 'with tag' drop down in the search bar would also give users the EITHER/OR capability when we want to search by multiple Tags and pull up Contacts affiliated in any way with just one of the multiple searched tags.
Please Help us be able to do this! Running multiple searches for each tag and dumping into jumbled 120+ long column excel spreadsheets is not a viable option.
It doesn't look like it would be much work on the backend of the database to edit the search bar to allow more than one 'with tag' search function.
It looks like it may just be a parameter set that needs to be changed that limits it to one per search bar.
Posts: 1
Joined: Thu Nov 29, 2018 5:17 pm

Re: CRM OR vs AND 'with Tag' search function HELP!!!

Postby Kate » Fri Nov 30, 2018 10:41 am


Thank you for your suggestion, we will definitely forward it to our developers!

If you have any other questions, please, ask.
Posts: 166
Joined: Mon Feb 09, 2015 11:17 am

Return to CRM

Who is online

Users browsing this forum: No registered users and 1 guest