Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
Your admin has the capability to turn on " edit property settings" for you or whomever they like.....
So, people who have "edit property settings" can do this.
Hope that helps and hope you and your admin can work out a plan that works for your team.
Thank you! I will try that and see how I get on with the Properties workaround.
Thanks @dtwuensch for the suggestion - I think that is the best workaround available and hopefully will do the trick for most people. For us though the problem was that if using a multiple choice field you have to set up your labels or options in advance; whereas the proper tagging system we were hoping for would allow you to create new tags at the point of editing a record. So if you're looking at a contact you might suddenly decide to tag them with something used for the first time - you don't want to have to go and edit the Properties each time.
Here's an example of what I mean - creating "tag4" on the fly (in Zendesk, as an example).
Please Please Please!!!
Currently testdriving the software for my company and it is the tagging feature I'm missing right-away. The regular search doesn't work well at all in my opinion, unless you know the exact contact or company name.
Custom properties looks like a weak rip-off and rather rigid version of a regular tagging system that's known to work fast and easy, so I'm surprised to see this thread which started in 2016 without any response from hubspot. Hopefully this will be included or at least some response be given before our evaluation period ends.
Update: Now been given the right to add a custom label, and testdriving this solution (mentioned above by somebody, thanks!):
- Add custom label (settings > properties > company properties > create a property > and name it (in my case "Manufacturing type" ))
- Choose Multiline text as a Field Type
- For each company you can now freely add text to this field (in my case Milling, Machining, sheet metal, etc.)
- On the Company Contacts page, search for the property by clicking " Add Filter" , selecting the one you just made, select "contains exactly"
- search for exact term, or search for part of the Multiline Text by using asterisks *.
E.g.: " mill* " or " sheet*" to find all spellings or variants.
Up next: testdriving it some more with collegues.
We require an ability to assign teams as we have many projects inside an enterprise client.
Tags would be the best solution for us as our account delivery leads could assign tags to people that join a project or that interact with a project.
Otherwise we have an INSANE long list of projects to be updating and pruning in some ridiculous dropdown.
Is there any update on this?
Here's how we use tags in Outreach.io, and I'd like something similar in Hubspot. it's useful to be able to create a custom tag that gets indexed and you can use it to search for all contacts with that tag.
Adding a tag - http://g.recordit.co/uW3mQ3MbEd.gif
Searching for contacts with tags - http://g.recordit.co/VUibhih74A.gif
Don't know how you guys have gone so long without this feature, and it's been open two and half years...
I'm guessing that "there's nothing so permanent as a temporary solution / workaround".
We found one workaround that seems to do the trick for us: using a different CRM. [wink]
We need to use style tags for each company profile to be able to search if a lead asks us if we've done particular types of work before. If we could tag each project with a #lowlight or #rustic it would be a huge help.
Thanks so much. I hope we can get this going soon Hubspot.
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