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Add tags/interests to contacts

Allow adding tags to contacts, e.g. related to project or status.

Status: Complete20 comments

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Comments20

  • Wladimir de Polignac

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    Sep 1, 2023

    This is amazing! Super useful for me.

    Is it possible to also add a tag to a specific timeline event? This would enable quicker identification of notes or people rather than tagging the contact itself

    • Kevin Sun

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      Sep 1, 2023

      Wladimir de Polignac: not yet, unfortunately! CJ perhaps we could create a separate feature request?

    • Wladimir de Polignac

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      Dec 26, 2023

      Kevin Sun: hi Kevin and CJ, any news on this separate feature? I love the tags function and it would be so useful to have it on a per time-line event basis. Thank you and happy holidays!

  • CJ changed status to Complete
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    Sep 1, 2023

    Happy to inform everybody that tags is now available!

    YouTube video guide:

    https://www.youtube.com/watch?v=wx7PBM5Dr5I

    Changelog link:

    https://guide.getdex.com/changelog#august-2023-organize-with-tags

  • Federico

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    Apr 18, 2023

    Hi Kevin Sun, this feature would be great and useful. Making a parallelism to a blog, I see groups as categories (vertical), and tags as… tags (horizontal).

    I use groups for friends, family, network, ecc. And I would use tags to label contacts based on contexts, projects, events…

  • Jack Siu

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    Mar 22, 2023

    Adding a comment to bump this. Exactly what Bay says - don't want to clutter the groups, and just have tags. I wouldn't mind if you changed # to tags instead of # for groups.

    Subgroups are a work around but I think it'll be a mess if i created 100 tags for 1 parent group.

  • Bay

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    Jan 31, 2023

    Yes agree, tags are like groups but less formal and top-down, dont want them bloating the groups UI.

    Examples for me are things like :

    • this is a list of people I met at X event

    • this is a list of people introduced to me by Y person

    • this is a list of people I am currently talking to about Z opportunity

    If all of these ^ were groups I would get bloated UI very quickly. Currently hacking around it by making groups but under a nested dummy group, still not great.

  • Javier Escribano

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    Oct 16, 2022

    Hey Kevin Sun, I have a use case which fits this need. I tried to do it with a custom field but I couldn't because we can only select one category.
    I have a community of product leaders. I want to the challenges each person has. E.g. manage performance, strategy, relationship with ceo, hiring, etc. Apart from writing down each challenge, I want to filter which people have that challenge; so that I can organize a session or content for them.
    I would need to create 50+ groups for that. I don't think it's the best way. My recommendation is to allow us to have multiple categories on a custom field; and allow us to filter by custom fields. That way, we can recreate this tags/interests.

  • Jan Záhumenský

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    Jun 28, 2022

    Hi,
    the way I want this working is that:
    (1) You will be able to filter by a tag
    (2) You will see tags in network (i.e., people with same tag will have same colour)
    Compared to groups, tags allow to TAG people out of different groups.
    For example, I have people from different groups but want to tag them as "priority" to work on the relationship.

  • Jonathan Chizick

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    Apr 29, 2022

    The use case I'm looking for is to tag people with topics of interest, like "dogs", "travel", "sushi", etc.
    I don't think groups would work because it would create an extremely long list of groups, many with only a couple members.
    A workaround is to enter the interest in the free text description so the contact will pull up when I do a general search for say "sushi"

  • Kevin Sun changed status to In Progress
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    Apr 4, 2022

    • Wladimir de Polignac

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      Apr 7, 2023

      Kevin Sun: awesome! This will be very useful.

      Would it also be possible to have tags for individual notes as a separate field.

      For instance after catching up with someone I could write a note, put a date, tag my contact and then in a separate field put note tags such as #businessidea or #birthdaywish

      Many thanks

  • Kevin Sun changed status to Planned
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    Feb 18, 2022

    • Garland Shields

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      Feb 18, 2022

      Kevin Sun: Letsgooo!!!!! #tags all the way!!!