CRM & Forms | Enhanced Management of Source Tags for CRM Contacts Original Request:

Summary:

When a contact is created using the Create CRM Client action from a form submission, a "source" tag is automatically added to that contact, displaying the submitted form ID number. This leads to an overwhelming number of source tags, making them less meaningful and unmanageable by clients.

Proposed Solutions:

1. Configurable Source Information:

   • Allow users to select what should be used as the "source" information from the form action, such as the template name or a specific form field value.

   • This would provide a flexible, automated way to apply meaningful source tags to incoming contacts.

2. Manageable Source Tags:

   • Enable users to create, edit, delete, and merge source tags on their account.

   • This would prevent clutter from non-used or typo tags, maintaining a useful and clean tagging system.

3. Link Form to Contact Without Source Tag Creation:

   • Remove the automatic creation of source tags and instead link the form to the created contact.

   • This ensures the form's link to the contact is preserved without cluttering source tags.