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Event tracking

Feature RequestWeb Product

I would love to be able to drop a list of names into the copilot and tag them all or add them all to a specific group while also updating a custom field. I attend a bunch of events and have a custom field (how did I meet this person) and it would be great to update all the records just from a command. The upload feature doesn't help because I dont want to replace any previous data if the person already exists.

The same is true of adding a bunch of existing contacts to a group/tag like "past coworkers"

Posted by Katherine Lehman ·
Status: Complete1 comment

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Comments1

  • Dex Operations

    Team•

    Sep 21

    This has been added - Copilot can take a list of names, look them up, and tag them, add them to a group or set a custom field in one pass. Adding a tag or group is additive, so nothing existing is replaced.

    The names need to match contacts that already exist, and setting a custom field replaces that one field's current value.