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  1. CiviCRM
  2. CRM-387

Process for adding tags to existing contact somewhat cumbersome.


    • Type: Improvement
    • Status: Done/Fixed
    • Priority: Minor
    • Resolution: Fixed/Completed
    • Affects Version/s: 1.1
    • Fix Version/s: Unscheduled
    • Component/s: None
    • Labels:


      If one clicks on the "Tags" tab while viewing a record, one then sees a screen that says that " Current tags for Contact Name are highlighted. You can add or remove tags from Edit Tags." There's then a list of possible tags with an "x" next to tags that for the current contact. You must then click on "Edit Tags" to view, add, or remove tags assigned to this contact.

      This seems like a bit of an extra step. I'd suggest eliminating that first page that shows the current tags but does not let you add or remove tags and go straight to that second page. When you click on the "Tags" tab, you should go straight to a screen that both displays currently selected tags and allows you to add or remove tags. That'll mean less clicks, less steps, and greater ease of use.

      This would be applicable for anything else that's set up similarly (there's probably other features besides tags that function this way.)




            • Assignee:
              dgg David Greenberg
              jackatlinc Jack Aponte
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