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 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. |
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