I’ve been using Infusionsoft for over 3 years - and one particular area of the CRM drives me a bit crazy, how we view and access tags in the ‘Manage Contact’ vie.
We would love to see Infusionsoft add the ability for us to link tags to custom fields.
— In Custom Fields, a Infusionsoft Administrator can create check-boxes (or Single or Multi Select List) for ‘What is this users Favorite colour?’ Red/Yellow/Blue
— In the ‘Manage Contact’ view, when recording a users favourite colour, rather than having so search through numerous Tag Categories, with numerous Tags within those categories. We would need to just tick the check box or select from a Multi Select List. Which would apply the tag. (visa versa to remove the tag)
-This would help greatly to visually group relevant tags (ie., what lists out users are subscribed to, what products have they purchased, what kind of training they are enrolled in etc etc - rather than having to scroll through what can be a long and very visually unappealing list of tags)
I know this feature would greatly assist us, and I’m sure others would find it helpful too
I really hope this is something that might be looked at.
Thanks so much!