Sort Contacts by Tag When Creating Task
Within the function of Linking Contacts to a Task, it would be useful to search contacts by a Tag. Currently, a user is only able to Link Contacts to a Task by searching for them individually by name. I would like to create reminders to reach out to Leads that I have identified as "hot" "nurture" or "watch". I have already added those tags to the contacts but it would be tedious to add them name by name.
LABS Team
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LABS Team
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Currently when creating a task in command you have to search for every individual contact you want to add/link to that task. Thereby creating additional work when you want to add, let's say, a follow up task for a large group of contacts. Adding Smart Views/searchable tags in the contacts link search bar within the task creation dialog would save lots of time when assigning tasks to larger groups. Since SmartView contact group selection is already a native function inside the contacts window this fix could also be achieved by adding "Create Task" to the actions drop down menu within the contacts window when selecting a SmartView group.