Vital CRM
Can tags be exported?

Currently, tags cannot be directly exported. However, you can use the following workaround as a variable method:

  1. Users can create a dummy customer by entering "Tag Export" (or any desired name) in the name field.
    * Once the tag export is completed, you can delete the information of the dummy customer.

  2. Assign the desired tags to the dummy customer.

     

  3. In the [Customer] list, search for the recently created dummy customer and click on "Export Excel File" under "Tools" menu.

     

  4. In the export settings, make sure to select only the "Tags" option for remittance.

     

  5. Please note that the exported Excel file will display the remitted tags in a single cell, separated by commas. If you require separate labels, you will need to manually adjust them in the exported file.

By following these steps, you can indirectly export the tags using the dummy customer workaround.

Users can create a dummy customer by entering "Tag Export" (or any desired name) in the name field. (Refer to FAQ)
https://faq.vitalyun.com/EN/CRM#4477