May 15th, 2026

New

CRM

Enhanced contact tag management experience

We’ve improved the tag management experience in the Contacts module by introducing double confirmation for adding and removing tags. Previously, selecting or deselecting a tag would instantly apply the change and could unintentionally trigger workflows. With this update, users now have more control and can confidently manage tags without accidental workflow executions.

What’s new?

  • Added an Apply button for tag changes

  • Added a Cancel button to discard unintended changes

  • Introduced double confirmation for both: adding new tags and removing existing tags

  • Prevented accidental workflow triggers caused by unintended tag updates

  • Improved overall safety and accuracy while managing contact tags

How it works?

  1. Open the tag dropdown for a contact

  2. Select/deselect the tag(s) you want to add/remove

  3. The Apply button becomes active

  4. Click Apply to confirm the adding/removal of tag(s)

  5. Click Cancel if you do not want to proceed

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

Screenshot 2026-05-15 at 2

What’s next?

We’re continuing to enhance the tag management experience with upcoming improvements, including:

  • Tag categories for better organization

  • Tag colors for improved visibility and identification

  • Category and color visibility directly inside the tag dropdown

  • Selected tag counts displayed for each category

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