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Adam23
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Member since ‎Sep 15, 2018
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Adam Ellis

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Jefe on February 28, 2018
Hello, I am trying to search for records that match Tags. I go to Contacts, Filter and when I choose Tags, it says Any Tag. I want to choose at least 2 tags like - Accountant and CPA (i.e. Custom Tags that I have created) How can I read more
1 upvote
10 Replies
Member
September 15, 2018
The workaround I've been using if it's of interest to you. Its definitely imperfect and won't allow you to "search tags" or have them auto sugges...read more
Solved
wds9000 on May 08, 2018
The companies in my CRM offer multiple services, nad not all companies offer the same service. I'd like to be able to filter on these services. Here's a use case: Company A provides: restaurant, catering, branded products, room rentals Company read more
2 upvotes
4 Replies
Member
September 15, 2018
The problem with multiple checkboxes is that it only allows a "is any of" filter option which precludes searching for matches Tag1 AND Tag2 AND Tag 3...read more
Solved
Jefe on February 28, 2018
Hello, I am trying to search for records that match Tags. I go to Contacts, Filter and when I choose Tags, it says Any Tag. I want to choose at least 2 tags like - Accountant and CPA (i.e. Custom Tags that I have created) How can I read more
1 upvote
10 Replies
Member
September 15, 2018
The workaround I've been using if it's of interest to you. Its definitely imperfect and won't allow you to "search tags" or have them auto sugges...read more
ccds11 on March 17, 2017
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?
452 upvotes
239 Replies
Member
September 15, 2018
Its definitely imperfect and won't allow you to "search tags" or have them auto suggest as you type (which is annoying). However, the best workaro...read more
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