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Better and/or filtering of tags

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3 comments

  • Official comment
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    Kristen Gray

    Hey there, Max! Thanks for your valuable contribution to our forum. I can definitely see how applying 'and' + 'or' tag filters simultaneously could offer even more advanced filtering capabilities in Nutshell. I'm happy to pass along this great idea to my team.

    I can't wait to hear from other customers who would also like to see this kind of improvement implemented. Thanks again for reaching out!

  • Avatar
    Max Joshua

    Thanks for passing along the idea, Kristen! I hope it will be implemented.

  • Avatar
    Cat Hoemke

    It would be great if it was possible to sort or filter by a tag that was set up in the leads screen while viewing companies or people.

    Right now I need to export from my leads list and include the tag in the export, then import the exact same list back into nutshell, but map the tag to the company tag instead of the lead tag field. Seems like a lot of work to be able to transfer a tag to a company (or a person) from a lead for bulk editing.

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