Tagging Issue in CRM – Request for Resolution

General Support
1

Dear Team,

We have observed an issue with the tagging functionality.

When a customer tags any contact, the tag is automatically copied to related records such as Leads, Accounts, Tickets, and Opportunities. We request you to kindly investigate and resolve this issue at the earliest.

Customer Name: Engineering Sales & Service
CRM URL: https://engineeringsalesservicecorporation.sangamcrm.com/

A screenshot has been shared for your reference.

Lead
Lead1366×768 121 KB

Ticket
Ticket1366×768 113 KB

Contact
Contact1366×768 122 KB

Thank you,
Biswajit Sharma
Comp-U-Graphics
9331126226

2

Hello Sir,

While applying the tag, the system checks related records based on phone number and email. Since your phone number is the same, the tag got applied to all those records.
This is the default functionality for applying and removing tags.