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[Notes] Managing Case Tags

Updated over a year ago

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In order to create a case tag, go through the Admin tab (1) and the Case & Account Tags sub-tab (2). Click on the +Tag button (3) under the Case Tags section, fill out the label description, choose a Color and an Icon, and Save (4):

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Once a case tag is created, it will show up in the list under Case Tags. The list is in alphabetical order.

From this list, you can Edit or Deactivate a tag:

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If you Edit a tag, you are able to change the description/color/icon of that tag, but you are also able to see how many cases have the tag assigned. When you edit the tag, the change will affect all cases that have that tag assigned.

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Note: When you Deactivate a tag, it will no longer show that tag as an option to be assigned to cases, but it will not be removed from the cases that have the tag already assigned.

To reactivate a tag, go through the Inactive list and click on Activate:

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