Related article: [Video] Creating and Assigning Custom Tags
In order to create an account tag, go through the Admin tab and the Case & Account Tags sub-tab. Click on the +Tag button under the Account Tags section, fill out the label description, choose a color and an Icon, and Save:
Once an account tag is created, it will show up in the list under Account Tags. The list is in alphabetical order.
From this list, you can Edit or Deactivate a tag:
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 accounts have the tag assigned. When you edit the tag, the change will affect all accounts that have that tag.
Note: When you Deactivate a tag, it will no longer show that tag as an option to be assigned to accounts, but it will not be removed from the accounts it already is assigned to.
To reactivate a tag, go through the Inactive list, and click on Activate:
Once a tag exists, you can assign that tag to an account by going through the Accounts tab, and selecting the account you want to assign the tag to:
From the account in question, click on the +Tag icon button:
A separate window will open where you can turn ON/OFF the available account tags:
When a tag is assigned to an account, you will be able to see it in a few places:
On the account itself:
In the Accounts list:
And in the Cases list:
