Manage Tags

Navigation

• Click your initials on the top right in the header

• Click "Admin" in the Dropdown

• Click "Tags" under Settings

Tags

Add New Tags

• Click the blue "+ New" button. Enter a Tag name and Click Save

Manage Existing Tags

• Navigation

  • Use the "Previous Page" and "Next Page" options to scroll through the different pages of Tags

  • Use the "Filter" next to "Name" to search, sort A-Z, or sort Z-A on the current page

• 3 Options when managing existing Tags

  • Edit

    • Change the name of the existing Tag

  • Archive/Unarchive

    • Archive an existing Tag

    • Unarchive (Restore) a previously archived Tag

  • Delete

    • Remove the existing Tag

    • This can only be completed if the Tag has not been used

User Feature

Users will see this feature on the Caller Details section of a Contact. See 2. Contact Information for more information