Bulk-update partner tags, see the outcome before you commit.
Add, replace, or remove tags across customers, vendors, suppliers, and contacts in one action — with a full preview, one-click undo, and a complete audit trail for every change.
The problem
Editing tags on hundreds of contacts one record at a time is slow and error-prone, and the generic list-view bulk edit cannot tell add from replace, warns of nothing, and leaves no way back if a change goes wrong. Segmenting a new customer list, cleaning up legacy data, or reassigning tags after a marketing push becomes a risky, manual slog.
The solution
Launch a guided wizard straight from the Contacts list, choose add, replace, or remove, filter to exactly the records you mean, and preview the resulting tag set for every contact before anything is saved. Every applied batch is logged with before/after tags and can be undone in a single click.
Everything you need to retag partners safely
Every capability below is implemented in the module.
Add, Replace, or Remove Tags
Choose the exact operation for a bulk change — append tags, replace the entire tag set, or remove a specific tag — with no ambiguity about what will happen.
One Wizard For Every Partner Role
Update tags on customers, vendors, suppliers, and general contacts from a single tool launched right from the Contacts list — no separate app per role.
Filter-Driven Targeting
Narrow your selection by active/archived status, company vs. individual, existing tags, or country before applying, so the update hits exactly the right records.
Pre-Commit Preview
See every affected contact and its resulting tag set before committing — including which records will not actually change — so there are no surprises after you click Apply.
Duplicate & Data-Loss Warnings
Get a clear warning when a replace would clear existing tags or an add would duplicate a tag a contact already has, before you save.
One-Click Undo
Reverse any past bulk operation from its history record and restore every affected contact's exact prior tag set in one action.
Complete Audit Trail
Every bulk operation is logged with who ran it, when, the operation used, and the before/after tags for each affected contact — fully reviewable at any time.
Reusable Tag Templates
Save a frequently used operation and tag set as a named template, then load it in one click the next time you run the same kind of update.
Role-Based Access Control
A Manager group can view full history and undo changes; a User group can run the wizard and manage templates — so permissions match your team's structure.
How it works
Select Contacts
From the Contacts list, select the records you want to update, or launch the wizard and refine the target set with built-in filters.
Configure the Update
Pick add, replace, or remove, choose the tags, and optionally load a saved template to skip repetitive setup.
Preview the Result
Review the exact before/after tag set for every affected contact, plus any warnings, before committing anything.
Apply & Track
Apply the change in one transaction. It's instantly logged to Bulk Tag History, ready to review or undo whenever you need.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Every applied batch appears in Bulk Tag History with a one-click Undo that restores the exact prior tag set for every affected contact.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Partner Mass Tags Update
Bulk add, replace or remove tags across customers, vendors and contacts with filter-driven targeting, a pre-commit preview, data-loss warnings, one-click undo and reusable tag templates.
Buy on Odoo App Store