Tag Management


Admin can create tags based on roles, location, skills, groups and more. These tags can be assigned to a single or multiple contacts. Tagging makes it easier to find contacts within the organization. Tags assigned to a contact will be exposed on contact cards in console and mobile app.


Following options are available in Tag Management section:


Actions

Description

                       

Create a new tag. 

Edit tag details.

Delete a tag.

Assign a specific tag as default. Default tags are automatically assigned to new contacts at the time of creation.

Remove the default tag.

Refresh user details.

Restricts the contact access on mobile-app on basis of assigned tags.

Search for a specific data from the list.



Related Topics


Create a Tag

Assign Tags to Contact(s)

Remove Tags assigned to a Contact