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Best answer

Update Record in SugarCRM 7+ - add tag

  • March 19, 2021
  • 3 replies
  • 96 views
P

I would like to use the SugarCRM 7+ to add a tag to a contact.

I dont know in advance if that contact has any or multiple tags already, but I do know the contact ID.

When I use the Action “Update Record in SugarCRM 7+” - I dont see how to just add an tag to the existing tags. I can add my new tag, but the previous one(s) are deleted.

Best answer by Mercology

@ProFlow Add a step to “Sugar CRM 7 - Find an existing record in any module you specify (Leads, Contacts, Tasks, etc.).” to get the existing Tags and then append the new on with the existing ones.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Mercology
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  • MercologyZapier Solution Partner
  • Zapier Solution Partner
  • Answer
  • March 19, 2021

@ProFlow Add a step to “Sugar CRM 7 - Find an existing record in any module you specify (Leads, Contacts, Tasks, etc.).” to get the existing Tags and then append the new on with the existing ones.

    P
    • ProFlowBeginner
    • Author
    • Beginner
    • March 19, 2021

    Ah - ok - I thought I could update without having to find first - thanks for thepointers - all working now.

      P
      • ProFlowBeginner
      • Author
      • Beginner
      • April 9, 2021

      I think there is a bug with this now. 

      I am trying to add a new tag, to a contact that might already have some tags.

      https://www.screencast.com/t/MUx2Rxza3

      This image shows the discrepancy.

       

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