What is the best field to use in jotform that can be matched up to 'tag

  • Laura_KAST
    Asked on April 26, 2021 at 7:55 PM

    What is the best field to use in jotform that can be matched up to 'tag' the contact in Insightly?

  • Gaetan_B
    Replied on April 27, 2021 at 6:37 AM

    Hello,

    Thank you for reaching out.


    It depends on what you would like to do.

    If you want a "freeform" style of tag, you can put a short text field, and the user will have to enter their tags like this: tag1,tag2,tag3 as putting a space adds a _ on the tag field in Insightly.


    If you already have a defined set of tags, you can choose the Multiple Choice field.

    1619519840 6087e96044130 Screenshot 10


    Hope this helps.

    Do not hesitate to reach out if you need further assistance.