Include/Exclude Tag Filters in DD Admin Console

[Aycorn]

Would like to filter contacts/companies within DD Admin Console for:

• Do not contain any tag(s)
• Do not contain specific tag(s)

I would see this living as an advanced filter option under the Filter by tags menu

As an example, we've introduced an automation to tag contacts that have their onboarding complete. I would use the functionality to easily find contacts without an onboarding tag.

[Nness]

I know there is use case for exclusion. But for your specific scenario, I know most likely our consultant team helped you guys did the implementation of onboarding. Then, one way to get around is to use different tag rather than remove tag. Treat tag as state. Which means, when start, use dd-on-boarding-pending, dd-on-boarding-completed, dd-on-boarding-fault to represent state. Replace tag rather than remove.

[Nness]

Don't wait on us to cover such case, find a way around if you can.

[Aycorn]

@Nness it's more the case when a contact has no tags at all. The example was for the specific soliton, but there will be additional scenarios where searching contacts without any tags is still useful.

The current alternative for adding a tag to contacts with no tag, or without a specific tag, as a bulk action in the DD Admin console is browsing through each page on the contact page and selecting each contact one by one.

[Nness]

Then try to get around at scenario that you can. Our company and contact admin API do support different operation.

• You can search by excluded all
• You can search by include all
• Exclude any
• Include any

The only scenario not covered at moment is empty tag list.

api_descriptions.txt

We will definitely look into this case but not anywhere on high priority. At this stage, it is medium to low priority. There are few major things we need to address before mid of next year.

Without more people request on this, the priority won't change. So, you can either build script or find alternative way to do it.

Just let you aware of expectation, so you know what you can do at mean time.

[Aycorn]

@Nness thanks for the update, happy to leave this as low priority.