I’m trying to reduce the number of tags applications in our app… Today I removed 500k that weren’t need and there’s quite a few more that appear to have been for historical record keeping. It seems like a note could keep the record just as well, so I am planning to systematize our note application process so we use need tags for functional purposes more so than record keeping.
When I applied a note to a number of contacts with a tag we no longer need, I went into the Task Note Report section to test what I would do if I ever wanted to do a broadcast or other actions to these contacts who used to have the tag and now have the note.
When going to the Task Note Report and selecting “Actions” I see there are only 3 options…
-Delete Tasks & Appointments
-Reassign Tasks & Appointments (Multi-User)
So it seems like my options are limited… I am thinking the work around would be to do a note search, export the contact ids to a spreadsheet and then do a mass contact update with a new tag that can kick off a sequence I want the contacts to go into…
I believe this is possible though I don’t quite know how and am hoping someone can point me to documentation on this or tell me a better way!
Thanks for the help!