Contact Tag Management

Contact Tag Management

June 12, 20261 min read

Previously, selecting or deselecting a tag would instantly apply the changes and unintentionally trigger workflows. With this update, you have more control and can confidently manage tags without accidental changes. Let's check the improvement!

⭐️How Do These Changes Affect You?:

  • Apply Confirmation: Added an Apply button for tag changes, allowing you to finalize changes before applying them.

  • Easy Undo: Added a Cancel button to discard unintended changes and prevent accidental workflow triggers caused by unintended tag updates.

  • Improved Safety: Enhanced overall safety and accuracy while managing contact tags, creating a wider margin for error in all updates.

⭐️How To Manage Contact Tags?

Let’s go over how to add or remove tags after this update!

  1. Head to the Contacts tab inside the Contacts section and select your desired contact.

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  2. Open the tag dropdown for a contact and select or deselect the desired tag(s).

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  3. Click Apply to confirm the addition or removal of the tags.

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  4. Click Cancel if you do not want to proceed.

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This update improves the tag management experience in the Contacts module by introducing confirmation for adding and removing tags, allowing you to modify your contact tags with confidence. We hope you enjoy it!

Raichel.ai

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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