Enhanced contact tag management experience

We have enhanced the tag management experience in the Contacts module by introducing a double confirmation process for adding and removing tags. Previously, selecting or deselecting a tag would immediately apply the change, which could unintentionally trigger workflows. With this update, users now have greater control and can manage tags with confidence, free from accidental workflow executions.

Key Improvements:

• Introduction of an

  Apply

  button for tag changes

• Added a

  Cancel

  button to discard unintended changes

• Double confirmation for both adding new tags and removing existing ones
• Prevented accidental workflow triggers resulting from unintended tag updates
• Enhanced overall safety and accuracy in managing contact tags

How to Use the New Feature:

1. Open the tag dropdown for a contact
2. Select or deselect the tag(s) you wish to add or remove
3. The

   Apply

   button becomes active

4. Click

   Apply

   to confirm the addition or removal of tag(s)

5. Click

   Cancel

   if you do not wish to proceed

This additional confirmation step ensures that workflows are triggered only after intentional tag updates.

Future Enhancements:

We are continually improving the tag management experience with upcoming features, including:

• Tag categories for better organisation
• Tag colours for improved visibility and identification
• Category and colour visibility directly within the tag dropdown
• Display of selected tag counts for each category

These enhancements will make tag management more intuitive, organised, and scalable for growing businesses.